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To create an automatic document

  1. Click Document | New.
  2. In the Number box, enter a unique document number.
  3. In the Name box, enter a brief description of the document.
  4. In the Document Type box, select the type of automatic document you want to create.
  5. In the Format box, select the format for the automatic document.
  6. 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.

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