You are here:
Tear Sheet Generation
Summarize information from objects in a tear sheet. By using the Summary Document component, your users can quickly generate a tear sheet that summarizes the information they need from one or more objects. To quickly access the document, your users can attach the document to an Account, Contact, or Financial Deal record page layout where the component is added.
- Enable and Configure the Summary Document
Help your users access information quickly and easily and be better prepared for client meetings. The Summary Document component uses the capabilities of the Document Generation feature to generate documents that use the specified sample Server-Side OmniScripts. You can also create your own OmniScripts to generate documents. - Create Templates to Generate Tear Sheets
Use the HTML-based Document Template Designer to design and assemble templates for generating tear sheets and to define the relationship between clauses and sections and the tear sheet template. - The Summary Document Component
Use the sample server-side OmniScript or use your own Server-Side OmniScript to generate documents.
See Also
Did this article solve your issue?
Let us know so we can improve!
