How to create a new Document

View - Document - New Document

How to create a new document

Go to View - Document - New Document.
Click on New.
Enter a Heading for the document.
Select a Date, Author, Our ref. and a Project (if appropriate) for the document
Select the document Type, Program and Doc. template and if necessary change the Status.
Enter any notes or information you may have in the Body text and Note tabs.
Add the contacts or employees linked to the document under the relevant tabs.
Note! You can skip adding contacts and employees manually and instead make use of the wizard that opens when you click on Create/merge. Please note that you cannot merge information from both contacts and employees in the same document.
Click on Create/merge to create the document.

You have now created a new document, which will be accessible from the Document List and in the Document tabs for the selected contact(s).

Find out more about how to create documents here: