Documents - Creating a New Document


Step     Action

  1.       Select {Settings} and then select {Documents} under Communications.

  2.       Select {New}. A New Document Template page will open.

  3.      Complete the fields.

Field
Description
Name
Enter a Name.
Group
Select Group option from the drop-down.
Active
Select Yes or No from the drop-down.
Default
Select Yes or No from the drop-down.
Document Entry Field
Enter document details.


  4.      Select {Save}. The page will now show the name of the new document
          confirming that the document has been saved.
 

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