How-To:Create Document

How to “Create” Document

1. Option A: Open the app and go to the “Document”  section. Click the arrow, then select "Create Document”
   

   
2. Option B: You can also go to “Create” and click “New Document”
   
3. 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:
4. You will be directed to the “New Document” screen. Fill up the necessary details.  
   
5. Select the destination of your document. Right-click and choose “Change” to set the destination.
   
6. Select a work group to get a list of templates. Right-click and choose “Change.”
   

   
7. Choose a template such as “Email,” “SMS,” “Invoice,” etc. Then click “Next.”
   

   
8. Review the information and details. Then click “Next.”
   
9. Finally, click “Finish.”
   
10. 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”.