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.blank

 

 

 

When the document is complete, click the blue “Create Document” button to save your new document. blank

 

 

 

Your Document will show up on the Document List.blank

 

 

 

Create New Document From Scratch

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

 

 

 

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. blank

 

 

 

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

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Your new document will appear in the Document Listblank

 

Updated on February 27, 2022

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