How to Create a Custom Document

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Creating Custom Documents

From the Documents page, select the +Add document button in the upper right-hand corner.

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

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When done, click the "Add custom document" button on the bottom.

 

Editing Custom Documents

From the document's page, click on the "More" button in the top right corner.

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Select "Edit custom document" from the dropdown.

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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

 

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