Print Documents

Table of Contents

PURPOSE SETUP Document Management Concepts Document Types Document Templates Configure Document Templates PROCESS Print Documents from a Card Page Using Print Documents in Business Processes

PURPOSE

SOFT4Leasing Document Management functionality enables users to manage leasing documents end‑to‑end, including modifying document templates, printing documents, and automatically attaching printed output to the relevant record (e.g., Application/Contract).

Print Documents is used to generate OUTBOUND documents from configured templates so they can be printed and stored as attachments in the system. Printed documents are attached automatically.

SETUP

This section explains the fundamental concepts of document management in SOFT4Leasing and the configuration steps required before users can print documents.

Document Management Concepts

Documents are stored as attachments and appear as a FastTab on relevant cards (Quote, Application, Contract, Purchase/Sales documents, etc.).

  • Every printed document is attached automatically to the system.
  • Documents remain attached even when the contract status changes.

Document Types

Document Types identify the usage area. By default, there are two groups:

  • INBOUND – imported documents
  • OUTBOUND – system‑generated documents

Document Templates

Document templates define the structure for MS Word layouts used at specific process steps.

From Document Templates, users can:

  • Import, export, or modify Word layouts
  • Run layout to test output

Configure Document Templates

· Open Document Templates.

· Set Document Type Code, Description, Language, and Output Format.

· Ensure Customer Report Layout ID is defined for OUTBOUND templates.

· Use Import Word Layout to load the layout file.

Define Which Documents Users Can Print
In Print Documents Setup, configure rows to control availability by:

  • Record Type – the record to which the document applies
  • Financial Product (blank = applies to all)
  • Individual / Business (Any = generic)
  • Legal Form – for business customer types
  • Doc. Template Code – the actual template available for printing

 

PROCESS

Print Documents from a Card Page

  • Open the relevant list (for example, Applications, Contacts, Quotes, or Contracts), select a record, and open its card page.
  • Select the Print Documents action.

  • Select one or more documents to print from the available list.
  • Click the OK action.
  • Result: OUTBOUND document. The system populates the template code, document date, and description. Statuses such as Prepared, Signed, and Checked are applied as needed.

Using Print Documents in Business Processes

In many business processes, multiple documents must be present before a record can progress to the next stage (for example, contract activation may require insurance policies, supplier invoices, or privacy forms).

The Print Documents action can be used to generate required documents directly from the relevant card page. Printed documents are automatically attached to the record, ensuring they are available for further review, completion, and status management as part of the overall process.