Build tab

On the Build tab, you can prepare your document by applying build settings. These settings can be adjusted at any point in the document process, and are retained for other documents, so you may need to change them per document. When all required components are completed, you can build the document.

Note: If you accessed this tab using the Test build option in a document type, can build a version of the document to test without completing required sections. For more information, see Test Build.

Defining build settings

  1. Select the Style Template with which you want the document or presentation content formatted. See "About Templates" below for more information.
  2. Select the format that the build will generate: Microsoft Word or Adobe PDF.
  3. Select one of the options below on how to handle missing data:
    • Remove unpopulated fields: Removes all unpopulated fields from the document upon build for Data Entry Screen components and any additional data entry fields. When the build is completed, the document will display on the Built Documents view of the Manage tab where you can continue working with the document. If any additional data entry fields were populated in a previous build of this document, these populated fields will re-display on the Missing Data workspace for your review each time the document instance is built.
    • Detect missing data: Displays any unpopulated fields. When the build has completed, if there are unpopulated fields the Missing Data workspace will open where you can populate the fields.
  4. (Optional) You can choose to have Upland Qvidian send you an email when the document is built. The built document will also be sent to the Built Documents workspace grid on the Manage tab.

Reset sections to default order

If you have changed the order of sections on the Review tab, you can reset this build order to the original architecture order for Sections only.

  • Click Reset. When reset is complete, a confirmation will display

Building the document

When all tasks are completed (checked) on the Assemble tab, the icon on the Build tab is highlighted green and the Build button on the Build tab is enabled.

  1. Review and adjust the Build Settings (described above) as required.
  2. Click Build. The Manage tab opens to the Built Documents workspace. While processing, an hour glass displays beside the build record; this changes to a green check mark when the build is complete.
  3. Caution: If the “PreventBuildWithDisabledDocType” Global settings is turned on, the build will be prevented if the previously created Document contains a Doc Type that is now disabled. The "Build" button will be grayed out and the following hover text will appear: “Build is not available when the Document Type is disabled.” This setting is disabled by default.

  4. If defined in the Build Settings, you will receive a confirmation email. The email contains two links:
    • Open Document: Launches to the default browser; if you are currently connected to a Upland Qvidian session, have high-level document permissions, or have just built the document, you will not be prompted for credentials and the document will open.
    • <Download Document>: Opens to a dialog where you can open or save the document to a specified folder location.