The “Do With Selected” tool can be used to batch generates documents you created via the “Document Template Editor” along with forms provided by default from the ftwilliam.com Plan Document software. These forms are provided even if you do not subscribe to our Document Software Module.
The first step in the process is to select which participants you would like to create documents for. This can be done by selecting the checkbox on the left side of the grid next to your participant’s name. If you would like to create documents for all participants at once, you may use the top checkbox located next to “First Name” on the grid. Once your participants are selected, click the “Do with Selected” option in the bottom left corner of the grid for options.
The next step in the process is to choose which files you would like to batch create. You do this by first clicking “Attach files to distribution”. This will automatically attach all of the selected files to the distribution record. Rather than saving the files to your computer, everything is conveniently stored in the distribution record for your reference and can be re-printed at a later date.
Once the “Choose files to attach to record” box appears, simply check the box next to the forms and document templates you would like to include. Remember, if you inserted placeholders in your templates during set-up, those placeholders will automatically pull in the appropriate participant data into your documents for saving and printing. After you’ve made your selection, click “Attach” and the software will produce a confirmation letting you know when the process is completed.
