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As you recall, we refer to the process of generating documents and filling in the information needed to complete your document as the "Journey". The Journey can be thought of as a mirror or reflection of the template itself. Any fields in the template will appear in the Journey and those fields will be organized based on how the fields were organized in cards in the template.
In the Journey, you will also see the card names listed on the left hand side with a circle next to each. As you are going through the Journey, you'll see green check marks appear next to the card names once all the fields for that card have been completed.
Depending on how you set up the template, you may have completed the Journey and not see all the cards names with a green check. For example, if you set up template for a will to accommodate up to five children and the matter you are working on only has two children you would see the remaining Child 3, 4, and 5 cards would be unchecked.
Once you've completed the Journey, you are ready to generate the document or document set.
