Using the Document Pick List

Use the Document Pick List to create letters, labels, postcards, and consent forms. You can use the existing documents, create new documents, or edit existing documents.

To display the Document Pick List, select Experts > Automation Expert > Responses > Documents. The Document Pick List is displayed with a list of existing documents.

To use an existing document without changes:

Select the document you want to use. You can use the Find field to search for a specific document.
Click Print. The Person Pick List is displayed.
Select the person to whom the document is addressed.
Click OK. The Print Document window is displayed.
Select Print Now or Print Later. The document is printed, or is batched to print later.

To edit and use an existing document:

Select the document you want to use. You can use the Find field to search for a specific document.
Click Edit. The Document window is displayed.
You can use the fields at the top to change the name of the document or the person to whom it is addressed. You can also change the document type (for a document you created), and select other documents to be generated automatically with this one.
In the main section, edit the text of the document as needed.
To edit the merge fields, see the procedures in Working with Merge Fields.
Click OK. The document is saved and closed.
With the document selected in the pick list, click Print. The Person Pick List is displayed.
Select the person to whom the document is addressed.
Click OK. The Print Document window is displayed.
Select Print Now or Print Later. The document is printed, or is batched to print later.

The Document Pick List includes the following buttons:

OK Launches the selected document.
Cancel Exits the Document Pick List.
Add Creates a new document.
Edit Revises the selected document.
Print Launches the Person Pick list.