Welcome to Community Week 2025! Join us to learn, connect, and be recognized as we celebrate the spirit of Community and the power of AI. Get the details  

Preview button in Post Case Review not working

rebeccaimmaraju
Tera Contributor

In Post Case Review page, when I click on Preview button, getting the below error :

"Unable to generate document. Please Check configuration."

 

Do I have to install any specific Plugin for this ?

Please help

1 REPLY 1

Ale
Tera Contributor

Hi

Maybe a bit late, but in case it is helpful: Did you check the case digest configuration? For the preview button to properly work, the post case review record needs to have a valid record in the "case digest condiguration" field.

The case digest configurations can be created in Case Digest > Administration > Configuration. You will also need to create a Document template.

Case Digest Configuration Docs

Document template creation Docs

Regards!