Users can generate documents in bulk from most Gold-Vision lists where the item can already be used to generate documents from a template. 

The advantage of this functionality is that many documents can be generated quickly at once from a filtered list. 

Create Bulk Documents

1 From the required list use the Select functionality to select the required recipients then click Template :

2. Select the required Template. Click here to find out how to Setup Templates and Templates Tags. 

3. Select the Save to File option

4. Enter a File Name and File Format (for output)

5. You must now select how you would like the documents to be stored – you can select either or both:

1. Create Individual Documents – select this option if you would like one file to be created per item and stored against the item’s primary linked folder in document storage
2. Create Merged Document – select this option if you would like one large output containing documents for all selected items

6. Click Generate Documents

7. A new “Job” will start in the background to process your request

8. Open the Action Centre and select the Jobs tab

9. From here you can review progress – When the document generation is complete the job will update to Complete

10. Click on Download or View a copy of the generated document(s) – merged output only

If you have chosen the “Create Individual Documents” option your documents will be visible against the Account Documents Folder.