How-To:Create Document: Difference between revisions
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# You will be directed to the “'''New Document'''” screen. Fill up the necessary details. [[File:Step 2 - 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]] | ||
#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]] | #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]] | ||
#Select a work group to get a list of templates. Right-click and choose | #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]]]] | ||
# 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]]]] | # 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]] | # Review the information and details. Then click “'''Next'''.” [[File:Step 5 - Create Document.png|none|thumb|500x500px]] | ||
Revision as of 08:22, 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”.
