Navigating the Documint App

Once you have launched the Documint app, you will see a page prompting you to select a template. Pick the template you would like to generate to proceed to the document viewer.

This is the document viewer. Here you will able to select a record, change your template, view your document preview, generate a document, among other things.

Both the record dropdown and template dropdown contain an "advanced search" feature that can make it easier to search large lists of template or records.

You can find advanced search in the record and template dropdown menus.

Advanced search view.