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How do I create a document?

Table of Contents
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.
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