You are here: Help Topics > The Document Manager > Working with documents and folders > Creating an automatic document
To create an automatic document
- Click Document | New.
- In the Number box, enter a unique document number.
- In the Name box, enter a brief description of the document.
- In the Document Type box, select the type of automatic document you want to create.
- In the Format box, select the format for the automatic document.
- Complete any additional options and then click OK.
Note: When you open an automatic document, you can use the Find dialog to quickly locate information. Press CTRL+F to launch the dialog and enter the search parameters to find the value in the report.