Please follow the steps below to create a document:
Click either on ‘+’ that appears first to create a document from scratch or choose one of the prebuilt templates.
Give the name to the report.
Choose a Client. Here, you'll see all your clients in the drop-down.
Click on submit.
The document is ready. Now, you can customize the generated document by adding/editing the widgets or changing the themes
You can also download and send this Document in PDF format.
You can also save it as a template for future use.
Have questions about getting started with Documents? Feel free to reach out to us at [email protected]