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.

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.



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


Editing Custom Documents

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


Select "Edit custom document" from the dropdown.


On the box that appears on the page, fill out all changes to the Custom Document.


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


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