You can create a document with a custom-added form button.  When you click this button, the Create documents dialog is opened on which you can select the document type perspectives to create a document.
If you finish the dialog, a document is created for the selected record. The created document is stored in the Action and document management file share. If the document type is of output type Email, the email is sent as well.
As an example, the steps show the creation of a document for a sales order.

Standard procedure

1.	Go to Accounts receivable > Orders > All sales orders.
2.	In the list, find and select the desired record.
3.	Click Create.
	Note: In the form button setup, you define where the Create button is added on the relevant form. In this example, the Create button is added to the SalesTableListPage form: ActionPane, Sales order tab.
4.	For the document types for which you want to directly create the document, select the Print check box. Usually, you do so if the document type output is XML.
	Select the Print check box.
5.	For the document types for which you want to show the preview before you create the document, select the Preview check box. Usually, you do so if the document type output is Email.
	Select the Preview check box.
6.	If you use user notes for a selected perspective, fill in the user notes.
	In the [user note] field, type a value.
7.	Click Create.
8.	If the preview is shown, you can click Send to create and send the email.
	Click Send.
	Note: Before you send the email, you can attach one file to the email. To do so, on the dialog, click Browse to find and select the file.