Articles on: Documents menu

How to create a new document?

You can create your documents directly on the interface. How?

Go to the Documents menu → New Document.

Then select the type of recipient, enter the name of the document as well as the document template. You can also add an expiration date for your document in the box just below.

Do not hesitate to save your document as a document template, so you can select it in the drop-down menu "Document Template". All that will be left is to change the data highlighted in blue.

All that's left is to save! All your documents are visible in the "Document List" tab.

Updated on: 28/06/2024

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