When you are working on a file in Partner there are two options you can use to produce documents/letters/steps. They are explained as follows:-
Complete Icon – this feature is used to complete the step when there is a due date against it in Partner or working from a specific workflow. The reason for using this feature is when completing steps sometimes there is coding in the background of the step which will not complete the tasks correctly if the process feature is used instead.
Process Icon – this feature is used on normal blank templates you insert.
If unsure it is safer to select the complete icon you cannot go wrong then.
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