How-To:Create Document: Difference between revisions

Revision as of 07:31, 15 July 2024

How to “Create” Document

Option A: Open the app and go to the “Document” section. Click the arrow, then select "Create Document”
Option B: You can also go to “Create” and click “New Document”
Option C: Or , you may go to "Documents" tab and select "New Document"

Once you've selected to create a new document, follow these steps:
You will be directed to the “New Document” screen. Fill up the necessary details.
Select the destination of your document. Right-click and choose “Change” to set the destination.
Select a work group to get a list of templates. Right-click and choose “Change.”
Choose a template such as “Email,” “SMS,” “Invoice,” etc. Then click “Next.”
Review the information and details. Then click “Next.”
Finally, click “Finish.”
If you want to check the document that you created, just go to the left side of your screen and click the “Documents - All Documents”.

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 == How to “Create” Document ==
-# Open the app and go to the “Document”  section. Click the arrow, then select "Create Document”.[[File:Step 1 - Create Document.png|none|thumb|500x500px]][[File:Step 1.1 - Create Document.png|none|thumb|500x500px]]
+# '''Option A:''' Open the app and go to the “'''Document'''”  section. Click the arrow, then select "'''Create Document”'''[[File:Step 1 - Create Document.png|none|thumb|500x500px|[[File:Step 1.1 - Create Document.png|none|thumb|500x500px]]]]
-# You will be directed to the “New Document” and fill up the necessary details.  [[File:Step 2 - Create Document.png|none|thumb|500x500px]]
+#'''Option B:''' You can also go to “'''Create'''” and click “'''New Document'''”[[File:Creating Document - Letter B option.png|none|thumb|500x500px]]
-# Add a workgroup.[[File:Step 3 - Create Document.png|none|thumb|566x566px]]
+#'''Option C:''' Or , you may go to "'''Documents'''" tab and select "'''New Document'''"[[File:Creating Document - Letter C option.png|none|thumb|500x500px]]Once you've selected to create a new document, follow these steps:
-# Select a template. It can be “Email”, “SMS”, “Invoice”,  and etc. Then click, next. [[File:Step 4 - Create Document.png|none|thumb|500x500px|[[File:Step 4.1 - Create Document.png|none|thumb|500x500px]]]]
+# You will be directed to the “'''New Document'''” screen. Fill up the necessary details.  [[File:Step 2 - Create Document.png|none|thumb|500x500px]]
-# Review the information and details. Then click next. [[File:Step 5 - Create Document.png|none|thumb|500x500px]]
+#Select the destination of your document. Right-click and choose “'''Change'''” to set the destination.[[File:Step 3.2 - Creating a document.png|none|thumb|500x500px]]
-# The click, Finish.[[File:Step 5.1 - Create Document.png|none|thumb|500x500px]]
+#Select a work group to get a list of templates. Right-click and choose “Change.”[[File:Step 4.1 - Creating a document.png|none|thumb|500x500px|[[File:Step 3 - Create Document.png|none|thumb|566x566px]]]]
-# If you want to check the document that you created, just go to the left side of your screen and click the “Documents - All Documents”.[[File:Step 6 - Create Document.png|none|thumb|500x500px]]
+# Choose a template such as “'''Email''',” “'''SMS''',” “'''Invoice''',” etc. Then click “'''Next'''.” [[File:Step 4 - Create Document.png|none|thumb|500x500px|[[File:Step 4.1 - Create Document.png|none|thumb|500x500px]]]]
+# Review the information and details. Then click “'''Next'''.” [[File:Step 5 - Create Document.png|none|thumb|500x500px]]
+# Finally, click “'''Finish'''.”[[File:Step 5.1 - Create Document.png|none|thumb|500x500px]]
+# If you want to check the document that you created, just go to the '''left side''' of your screen and click the “'''Documents - All Documents'''”.[[File:Step 6 - Create Document.png|none|thumb|500x500px]]
 [[Category:How-To]]