The box at the top contains a description of the action that will take place once the options have been chosen.
5. Selecting an Action.
Click the Generate tab to set the action to Generate. Choose whether to generate a draft or to generate and post. The number of days in advance to generate the document may also be set.
To set the action to put a reminder in the notifications box1 on the start page, choose the Remind tab and enter the number of days in advance for the reminder.
The Save action will save the document as template for future use. The template will not be created on the recurring schedule if this tab is chosen.
6. Selecting the Range.
Set the start date for the recurrence and a stop date. Optionally choose to stop after a certain number of executions or to not stop.
7. Review the Execution Script
At the top of the dialog box, review the script description to ensure the recurring action is correct.
8. Click Save and Close.