How to Create a Document

Opportunity Module

1. Open the module that you would like to create the document in (Contact, Opportunity, or Budget)
   
2. Click on "Documents" (located near the bottom of the screen) 
   
   
3. Click on the "New" icon (located on the upper right-hand corner of the screen) 
   
   
4. Using the drop-down arrows select the Template Type that best matches your module
   
5. Using the drop-down arrows select the Template Name
   
6. Click on "Create" 
   
   
   

Please Note!

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