Create a New Document

You can create a new document in 2 ways.

The first way is to use a Document Template.

There is a list of provided templates and you can also create your own.

To learn how to create a document template click here

Create a Document using a Document Template

To create a document using a document template go to the Documents Tab. Once on the Document Tab, select a document template from the drop-down menu. You can edit the document and also add any extra customer/company info tags that will auto-fill when you send or print the document. When the document is complete, click the blue “Create Document” button to save your new document.  Your Document will show up on the Document List.

Create New Document From Scratch

To create a new document without using a template, go to the Documents Tab

Once you are on the document page, name your new document and add the text.

You can also add tags that will auto-fill when you send or print the document. 

When finished with the document, click the blue “Create Document” button.

Your new document will appear in the Document List

Updated on February 26, 2024
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