Create New Company Document

To Create a New Company (Word) Document:

1.Open the Companies > Documents tab.

2.Click the Create New Company Document icon. MS Word opens.

3.Enter content into the Word document.

4.Click the Close Word icon (X) at the top right corner of the window.

5.Click Yes to save the document.

6.Enter a document name.

7.Click OK or Cancel.

8.The document is saved in the database, with a reference to it in the Documents tab.