You can create a new document in 2 ways.

The first way is to use a Document Template.

There is a list of provided templates, and you can also create your own.

Create a Document using a Document Template

To create a document using a document template, go to the "Marketing>Documents" Tab.

Once on the Document Tab, select a document template from the right hand side.

You can edit the document and add any extra customer/company info tags that will auto-fill when you send or print the document.

When the document is complete, click the "Create Document" button to save your new document.

Your document will show up on the Document List.

Create New Document From Scratch

To create a new document without using a template, go to the "Marketing>Documents" Tab.

Once you're on the document page, name your new document and add the text.

You can also add tags that will auto-fill when you send or print the document.

When finished with the document, click the "Create Document" button.

Your new document will appear in the Document List.