Error message when generating document
If you receive an error message when attempting to generate, its likely caused by some missing information from either:
the SOA wizard
the CRM
the document generation step
How to troubleshoot:
Download the generated document and check for any visible code.
If you can see code anywhere in the document, it means the document hasn’t generated correctly, this is usually the source of the issue.
You can download a document even if there is an error via the Documents > History section
Some commons areas of missing data:
CRM: Insurance - Life insured/owner
Wizard: Insurance Recommendations, Manual entries
Wizard: Selecting the correct application used for Super/Investment Recs