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.

  • Create & Send > Create document from template - 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 Send Documents > Edit Document(s) button - Edit the generate document(s) directly from the PM Send Documents form. For more information, see PM Document Edit Manager Form.

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.

Generate the Project Document

Edit the Project Document

Send the Project Document