Although you can add an answer, notice, or change by manually entering the required information, using the Generate feature saves time. In addition to reducing data entry by copying data from an existing document to a new one, generating ensures that the information in related documents is consistent. Using this feature, you can generate the following types of documents:
From the Select an action drop-down list, choose Generate Document to start the Generate Request for Information Wizard.
From the Type drop-down list, select the type of document you want to generate.
Click Select To next to the To field to open the Select Contact Dialog Box to specify the contacts who will receive the document. Click Exchange to switch the To and From contacts.
Select yes or no to determine whether you want Contract Management to assign the next available number.
The Contract field is automatically populated from the source document. To select a different contract, click Select Contract next to the Contract field and select a contract.
Contract Management supplies the required date (seven days from today's date). You can change it.
Select yes or no to determine whether to link the new document to the same issues and attachments as the original.