How-To:Create Document

From ContactsLaw Documentation
Revision as of 11:23, 10 June 2024 by Bradley Smith (talk | contribs)

How to “Create” Document

  1. Open the app and go to the “Document”  section. Click the arrow, then select "Create Document”.
    Step 1 - Create Document.png
    Step 1.1 - Create Document.png
  2. You will be directed to the “New Document” and fill up the necessary details.  
    Step 2 - Create Document.png
  3. Add a workgroup.
    Step 3 - Create Document.png
  4. Select a template. It can be “Email”, “SMS”, “Invoice”,  and etc. Then click, next.
    Step 4.1 - Create Document.png
  5. Review the information and details. Then click next.
    Step 5 - Create Document.png
  6. The click, Finish.
    Step 5.1 - Create Document.png
  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”.
    Step 6 - Create Document.png
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