Creating Documents from Records

To create a document from a PeopleSoft record:

1. Access the Create Document from Record page (PeopleTools, and then Documents, and then Document Utilities, and then Create Document from Record.

2. In the Record field, enter the name of the record to use for the document or click the Lookup button to search for one.

3. Click the Search button.

   The search results appear in the Record grid.

4. Click the name of the record to use for the document.

   The Select Fields to Insert into New Document page appears.

5. In the Package field, enter a the package name for the document or click the Lookup button to search for one.

6. In the Document field, enter the name of the document.

   The default value is the record name. You can use the default value or enter a new value.

7. In the Version field, enter the document version.

   The default value is V1. You can use the default value or enter a new value.

8. In the Fields to Use grid, select the Select box for each fields to include as a primitive element in the document.

   By default, all the fields in the record are selected. To deselect a field, select the box. To select a field, select the box again.

9. (Optional.) In the Alias field enter an alias for a field.

10. Click the OK button.