Edition: Professional, Business, Enterprise
User-level: All user levels.
Organisation menu > Contacts
Open the contact you want to create a document/letter for
Go to Documents from the Contact drop down > Documents
Or click "xx Documents" on the stats bar.
Click the create button.
Select Document or a Letter.
For a document:
Select which document template to use to create the document
Select the folder this document should be filed in
Enter the document name
For a contact letter:
Select the sender from the dropdown
Select which document template to use to create the document
Select the folder this document should be filed in
Select the edit pencil to the right of File name to enter the file name
Select 'Create' to finalise the document.
Tips:
Document templates are configured by the System Administrator.