Creating a Document

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!

The document will open in a new web tab.  If the document does not open, turn off your pop-up blocker.

---

• Related Articles

• Creating the Retainer Agreement

  How to Create the Retainer Agreement Budget Module Open the Budget module Click here for information on "How to Open an Existing Budget" Click on "Documents" ( located near the bottom of the screen)  Click on the "New" icon (located on the upper ...

• Creating a New Contact

  How to Create a New Contact Contacts Main Screen From the Contacts Main Screen Click on the "New" icon (upper right-hand side of the screen)    Enter in the necessary information General information Billing Address Contact Information Click on "Add" ...

• Creating Comments

  How to Add Comments Opportunity Module Open the module that you would like to add comments to (Contact, Opportunity, or Budget) Open the Contact, Opportunity or Budget to which you want to add a comment Click on "Comments" (located near the bottom of ...

• Creating a New Opportunity

  1. Open the Contact (or Customer) and click on the New + located next to "Opportunities" on the right sidebar 2. Enter in the necessary information and click on Create

• Upload a Document

  How to Upload Documents Contact Module Open the module that you would like to upload documents in (Contact, Opportunity or Budget) Open the Contact, Opportunity or Budget to which you would like to upload a document. Click on Documents (located near ...