Previewing a Document
To preview a document in the Doc Writer Library:
- Navigate to the DocWriter Library Page
From the Tools menu at the top of any page, select Doc Writer. The Doc Writer Library will open in a new tab.
Note: Only users with Doc Writer permissions will see this option in their Tools menu. To assign Doc Writer permissions on the user profile, Oracle Support must first enable Doc Writer for your organisation. Contact Oracle Support if you want to use this feature.
- From Actions column for the document you wish to preview, select the Preview icon.
A Preview panel opens on the side of the page.
- From the Project ID drop-down list in the Preview panel, select a project. TPM will use information from this project when generating the document preview. You will only see projects available to you across your organisation.
- From the Contract ID drop-down list, select the contract you wish to use in your document preview.
- Select a period for the document preview.
- Optional. Choose to base the document preview after a final version (such as a final VAT Invoice), to include notarisation fields, or to have the previewed document include highlighted signature fields.
- Select the Preview button.
TPM generates a PDF document of your document. The generated document includes your project, contract ID, and period selections in the proper fields. You can choose to either save or print this document.
Last Published Wednesday, July 10, 2024