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Adding new documents from templates

Accountants Enterprise only

To add a new document from a template
  1. Find and open the assignment, client, contact or supplier.

  2. Click the Documents tab.

  3. Click the Add document  option on the Tasks bar. The Add Document window opens.

  4. Select the Addressee from the drop-down.The drop-down includes all the relationships defined in the Associated tab for the Addressee.  The client, contact or supplier’s main address is displayed in the Address field. Click the drop-down to select another address, if required.

  5. Select the template you want to use for the new document from the Template field ellipse button.The Browse For Folder window opens.

    1. Find and select the template.
    2. Click OK. You are returned to the Add Document window.
  6. Click OK.

  7. Enter a Description for the document.

  8. Ensure that the Location of the document is correct. To change the document location, click the ellipse button next to the Location field and select the location from the Save As window.

  9. Click OK.

The information is saved and the Add Document  window closes. The document template is opened in Microsoft Word.

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