About Generating & Editing Project Documents
You can generate and edit project documents, and then send the documents to one or more contacts.
There are two ways to edit the generated project document. Use the one that best fits your workflow.
- - Generate and edit the project document, and then use the PM Send Documents form to include the edited document in the email. This is the process that is covered in this document.
- PM Document Edit Manager Form. - Edit the generate document(s) directly from the PM Send Documents form. For more information, see
The following diagram illustrates the workflow for generating and editing documents, and then sending them to selected contacts.
Click on the links below for detailed instructions on each of the tasks in this workflow.