Please follow the steps below to create a document:

  1. Click either on ‘+’ that appears first to create a document from scratch or choose one of the prebuilt templates.

  2. Give the name to the report.

  3. Choose a Client. Here, you'll see all your clients in the drop-down.

  4. Click on submit.

  5. The document is ready. Now, you can customize the generated document by adding/editing the widgets or changing the themes

  6. You can also download and send this Document in PDF format.

  7. 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]

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