Create a Custom Document

  • Updated

Creating Custom Documents 

  • Select the +Add document button in the upper right-hand corner of the Documents page

 

 

  • In the box that appears on the screen, fill out all applicable fields. You can also map the new custom document to Standard and Control

 

 

  • When done, click the Create document button on the bottom.

Editing Custom Documents

  • Click on the More button in the top right corner from the document's page.

 

  • Select Edit Custom document from the dropdown.
  • On the box that appears on the page, fill out all changes to the Custom Document.

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  • When done making changes, click the Save button on the bottom