To add a custom document that will be generated for specific visit types:
- Select the field below the Visit Type Group column to select the Visit Type Group that you want the custom document to be generated for.
- Select the field below the Visit Set column, and then select which Visit Set this document should be generated for. Select the asterisk (*) if you want the document to be generated for all visit sets in the Visit Type Group.
- Select the text field under the Document Name column.
The AINF Nav Get Documents picklist opens.
- Select the document that you want to have generated.
- If you want the document to be printed by default, mark the Print checkbox.
- If you want the document to be sent to an offline document generator by default, mark the Offline checkbox.
- Select the Add button to add the custom document to the grid.
