The idea is to create a document package that will contain all the options and files you always want to include in the package.

    • Type: PDF, folder
    • Name and Location
    • Options
    • Structure and files you always want to export


Next, select the location of the model created in the task.


 


To do this, simply create a document bundle and specify its type and options

   


This template will serve as the standard for every export via a task, and the process will be as follows:


    1. The task is triggered by a state change or a right-click
    2. Copy and rename the template file in the header file folder (for example, the top-level assembly) or the first file
    3. Mapping the variables in the file to the data map in the batch
    4. Insert an advanced document attachment containing the files selected when the task was triggered, using the defined favorites
    5. Generating the tax return package
    6. Deleting the temporary template file