Creating documents

Last modified 11:47, 7 Mar 2014

Overview

Documents can be created based on templates. There are various points where you can create a document, these are covered in this section.

The Document Creation WizardEdit section

The Document Creation window is accessed via the Create Document option in the CCH Document section of the Task Bar. It is available from the Find ContactsFind ClientsFind Suppliers, Find Employees or Find Assignments windows. It is also available from within the Document Centre for Contacts, Clients, Suppliers, Employees or Assignments.

To open the Document Creation Wizard click Create Document on the Task Bar.

menu_TaskBar_CCHDocument_showCreateDocument.png

Whilst the same window will open regardless of where you open it from, different options will be available. See the "Create for" pages for details.

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