Process > Manage Generated


Use the Manage Generated page to view and manage documents created in Workflows.


Many different documents are created as part of Violation, ARC, Delinquency and Custom Letter Workflows. After the documents are created, they can be further viewed, edited and managed from the Manage Generated page. 


The following document related activities are available from this page. 


  • Regenerate a Document

  • Undo a Merged Document

  • Make Changes to a Merged Document

  • View a Merged Document

  • Advance a Document to the Next Step


Regenerate a Document - Regenerate allows you to recreate the merged Word document using the latest template and latest data in the database. This is helpful when you need to make a change to a template after the document has been produced or there is updated information in the system that needs to be reflected in the document. 


Step 1. Navigate to Process > Manage Generated. 

 

Step 2. Use the Search fields to locate the documents you need to Re-Generate.

  

Step 3. Click the checkbox(s) for the document(s) you need to Re-Generate.


 


Step 4. Select Re-Generate from the Page Action dropdown menu.


 


Step 5.  Click the Search button to refresh the grid. When the Edit and View icons appear, the newly merged documents are ready.



Undo a Merged Document  - The Undo process removes the generated Word document and moves the action back to the Activity View page.  


NOTE- Any charges added to the account ledger (for example a violation fine) will be removed when the document is undone. 


Step 1. Navigate to Process > Manage Generated. 

 

Step 2. Use the Search fields to locate the documents you need to Undo.

  

Step 3. Click the checkbox(s) for the document(s) you need to Undo.


 


Step 4. Select Undo from the Page Action dropdown menu.


 


Make Changes to a Merged Document


Editing a merged document allows for small changes to be made to the document on the fly without having to re-generate the document. uManage allows users to “Edit In Place”, which means that changes made to the document are automatically saved, eliminating the need to browse to and upload a newly edited document.  


To edit a merged document


Step 1. Click the Edit icon for the document to edit. This will download the document and open it in a local copy of MS Word.



Step 2. Click the Open Word button in the pop up window. 

Step 3. Make the changes to the document in Word.


Step 4. Click the Save button in Word to save the changes. These changes are automatically saved in the uManage document.


Step 5. Close Word.


View a Merged Document


NOTE- This mode does not support the Edit In Place functionality.  Any changes made to the document will only be saved to the local machine and not in uManage.


Step 1. Navigate to Process > Manage Generated. 

 

Step 2. Use the Search fields to locate the documents you need to View.

  

Step 3. Click the icon in the View column for the document(s) you need to view.


 

 

Advance a Document to the Next Step


Step 1. Navigate to Process > Manage Generated. 

 

Step 2. Use the Search fields to locate the documents you need to advance to the next step.

  

Step 3. Check the boxes to the right of all documents you want to advance, or click the top to check all. 



Step 4. Select Print from the Page Action drop down menu. 


NOTE- This does the following:


  • Creates an individual PDF for each selected document.  These individual PDF documents are visible on the Manage Printed page.

  • Creates a single PDF containing all of the individual PDFs stitched together.  This batch is visible on the Manage Batch page.

  • Removed the selected documents from the Manage Generated page.