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. (You can skip this point and instead define a selection with the help of the wizard that opens when you click on the Create/merge button.)
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:
The Wizard for linking contacts to a document
The Wizard for linking employees to a document
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