Creating a Document Using a Data Source

Drafters and Administrators can create a document by referencing a data source (corporate data or an XML data file), simplifying the document creation process.

Instead of entering the elements manually, you enter identifying key data about the document. Correspondence then automaticallys add the document element information including the document's forms, attachments, and addressees.

Corporate data includes corporate identifying infomation, such as a policy number or customer ID.

A data file is a text file suppied to you by your administrator containing the basic information about a document.

To create a document using a data source

1. From the main toolbar, click

• to create a new document using corporate data

-OR-

• to create a new document using a data file

Alternatively, from the Actions menu, select

• External to create a new document using corporate data
• File to create a new document using a data file

3. Enter the required information.
4. The Document-New tab opens, with the Forms tab displayed.

5. Use the Document tabs (Forms, Attachments, Addressees, and Document) to make any additional changes.

Please note

• You can view or edit the Document ID and Description from any of the Document tabs.
• You can work with more than one document at the same time.

See Also

• Creating a Document Manually

© Copyright 2012, Oracle and/or its affiliates. All rights reserved. Legal notices.

Open table of contents