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 publish it in your client portal and export it as a template.
Have questions about getting started with Documents? Feel free to reach out to us at [email protected]