How do I create a document?

Follow these steps to create a document:

1. Click the Main Menu.
2. Click the Sales tab.
3. Select the Documents module.
4. Click the +Add Document button in the List view.
5. Select New Document.
6. Fill in all the necessary details.
7. Click Save to finish the document creation process.
   • Click Save and Continue to fill in the other details of the document.

To learn more about Documents, click here.