The procedure for generating a document is as follows:
Open loan details page.
Click Documents tab.
The list of documents associated with the loan application displays.
Click Generate at the top.
A dropdown displays.
From the dropdown, select the desired document type to be generated.
The document is generated based on your selection using the Templates in Baseline.
👉 To learn how to customize and add more templates to Baseline, please read:
https://help.baselinesoftware.com/en/articles/8558647-creating-custom-document-templates