How Do I Create New Documents From All Docs?

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Do the following to create a new document from an existing document template for a contact or project:

  1. Select a contact or project record.

  2. Select New from the Action drop-down list on the Document Portal button panel to begin the document creation process. The Add a New Document window displays.

  3. Click the All Docs tab.

  4. Select the folder that contains the template to be used for the new document.

  5. Enter a document title and description.

  6. Click Create.

  7. The new document opens in the appropriate program for editing. Finish editing the document and use the applications Save option to save the changes.

  8. The new document has been added to the Documents portal. You can select any listed item to open it from the file server in its native program.

  9. You can review file specific information by clicking the listed file in the Portal row.

  10. The user can delete a specific file by clicking Delete on the portal. You will be prompted to do one of the following: