1. Document Generation QRG

2. Document Generation
The purpose is to create, select, import and customize documents from the data in the MyWay application
To Begin: Select the document from your saved documents on your PC that you would like to add into the MyWay Application. (Ex. Return to work; Referral Letter).
After you have selected that document that you would like to modify or either create, you will then need to go to the MyWay application.

3. Document Generation
Click on List Editor

4. Document Generation
Click on the + to expand the System List

5. Document Generation
Click on Document Generation to open the Document Generation window

6. Document Generation
Click on the New Button to start creating the Document Generation

7. Document Generation
The Document Generation window opens and then Word will open in the background. 3 1 2
The Document Generation window shows the name of the File in MyWay, the name of the File in Word, and the list of Valid Field Names to use in the Word Document.

8. Document Generation
Click New Document and a new Word Document opens in the background for you to edit.

9. Document Generation
Click Open Existing… to choose a Word Document from the files to open and edit.

10. Document Generation
Double click the Valid Field Name in the Document Generation window to have it populated in the document

11. Document Generation
When finished with the edits click OK to import the document into MyWay.

12. Document Generation
The imported Document Generation is now saved in MyWay ready for use.
**To edit this document later click Modify and follow the same steps.**