How-To:Create Document

How to “Create” Document

1. Open the app and go to the “Document”  section. Click the arrow, then select "Create Document”.
   
   
2. You will be directed to the “New Document” and fill up the necessary details.  
   
3. Add a workgroup.
   
4. Select a template. It can be “Email”, “SMS”, “Invoice”,  and etc. Then click, next.
   

   
5. Review the information and details. Then click next.
   
6. The click, Finish.
   
7. 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”.