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Use the Document Engine Management Center to manage your documents and which Printer-Friendly XSL Views they will be attached to.
Click Admin to go to the Admin Home Page.
Click Documents under Commerce and Documents.
The Document Engine Management Center appears.
The left-most panel shows Processes.
The right-most panel shows the Document Editor List. This is where you will perform the majority of your actions.
Processes Panel Icons
|Clicking the XSL icon opens a pop-up window where you can view the XSL of the Complex Conditionals that were created and associated with this Commerce Process.|
Clicking this icon refreshes your data sources for the Commerce Process.
This can also be done within the Document Engine and should be done anytime changes are made to the Commerce Process. This will ensure that the most up-to-date information is available within the Document Engine.
Remember that the Commerce Process must be deployed for these changes to take effect.
Document Editor List Icons
|Clicking this icon next to the desired document shows you the last deployed document XSL.|
|Clicking the pencil icon allows you to edit the name and description of the document.|
Clicking the copy icon makes an exact copy, or a clone, of the selected document.
An undeployed document cannot be copied.
|Clicking the export icon exports the document in XSL so it can be uploaded to a different site or process.|
Clicking the deploy icon for a selected document allows you to deploy documents one at a time.
Undeployed documents are shown in red.
Clicking the list icon in the References column shows you which Printer-Friendly XSL files the document is attached to.
Click the XSL view name to open the Printer-Friendly XSL view editor.
Most of the document engine administration can be completed within Documents.
Creating a new document
In the Document Editor List, click Add Document.
Migrating a document between CPQ Cloud sites
Any other characters in the file name will cause the subsequent upload to fail.
Once you have created or migrated documents with the Document List, and deployed the documents, link them to a printer-friendly XSL view. Otherwise, end users cannot see or use the document.