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Creating Automatic Documents

  1. On the Document Manager, click on the location (document or folder) where you would like to add the new automatic document.

    Note:  If you click on a document, the new automatic document will be created below the document you clicked. If you click on a folder, the new automatic document will be created as the first document in the folder.

  2. On the Home tab, in the Insert group, click Automatic Document.
  3. Complete the fields in the dialog. >>Quick Reference
  4. Select an applicable document type and format and complete the desired document settings. >>Quick Reference
  5. Click OK to create the automatic document.

An automatic document is created on the Document Manager. To view and modify the document properties, right-click the document in the Document Manager and select Properties.

Note: If opened automatic documents are not updated when changes are made to the working trial balance, close and reopen the documents.

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