How Do I Create New Documents From Quick Docs?

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

  1. Locate the contact or project record for which the document will be created.

  2. Select New from the Action drop-down list on the Documents portal to begin the document creation process.

  3. Click the Quick Docs tab that contains the template to be used for the new document.

  1. Enter a document title and description.

  1. Click the Create button to designate where the new file should be stored (in which folder and sub-folder).

  1. The new document has been added to the Documents portal. Select on any item listed to open that item from the file server in its native program.

  2. You can review file specific information by clicking Info on the portal.

  3. You can delete a specific file by clicking Delete on the portal. Only privileged users can delete documents from ArchiOffice.

  4. A confirmation message displays, do one of the following: