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ClientVisitDocumentPreview

Generated page — confirm before relying on it

Written automatically from the Versaa export of 20/08/2026. It has not been reviewed by anyone, and it describes what was exported on that date — not what is in Management Studio right now.

Version numbers are deliberately omitted. The export filename does not reliably identify the active version and can carry a Test or Live record, so any number here would be untrustworthy. Check the version in Management Studio.

Purpose

The ClientVisitDocumentPreview workflow is designed to generate a PDF preview of Client Visit forms. It is triggered by the message *.Generate PDF, which initiates the process of creating and storing the document. The outcome of this workflow is a PDF document that is ready for review and further action.

Key Steps

  • Tag the form name for identification.
  • Tag the Active Directory user name associated with the request.
  • Create the document based on the provided information.
  • Insert the newly created document into the repository for storage.
  • Append the generated PDF document ID to the workflow data items.

Notes

No special notes.

Raw Export

Versaa_Exports_md/workflows/ClientVisitDocumentPreview_4.md