Create a New Document Template To create a Document Template you can use to help create documents, click the document tab.Next, click the “Document Template”...
Create a New Document You can create a new document in 2 ways. The first way is to use a Document Template. There is...
Email a Document You can email a Document a couple different ways. The first way is from the Email TabYou can select a...
View Documents in Customer Portal When you email a customer a document, they can also view the document in their customer portal. To do this,...