Generating Documents

This section tells you how to generate documents from published templates in M-Files Ment.

Generating documents with M-Files integration

To generate a document:

  1. On the M-Files Ment dashboard, select Generate documents.
    Result:The view with all published templates opens.
  2. Select Generate for the correct template.
    Result:The document opens and can be edited.
  3. Answer all the questions in the questionnaire.
  4. Select Save to M-Files.
    Result:The document is saved directly into M-Files.
    Note: If you do not see the Save to M-Files button, contact your system administrator to ask if the M-Files integration is enabled.

Generating documents without M-Files integration

Use this workflow if your organization does not have the M-Files integration enabled.

To generate a document:

  1. On the M-Files Ment dashboard, select Generate documents.
    Result:The view with all published templates opens.
  2. Select Generate for the correct template.
    Result:The document opens and can be edited.
  3. Answer all the questions in the questionnaire.
  4. Select Download to save the document to your device.
    Result:The document is saved to your device, and you can save the document into your M-Files vault.