Knowledge Base > User Guides > Documents > Creating a New Document

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From within WorkSpace you have the capability of creating brand new documents. Word 97-03, Word 07-10, Excel, PowerPoint, and WordPerfect can all be created right from the Create New Document screen.


To create a document in WorkSpace:

1.  Click the + button on the Documents tab toolbar.

2. Then, select Create New Document.

3.  From here, you will be able to choose the File Type and associated details such as Company, Year, Category, and File Names. Selecting “OK” will launch the appropriate program and allow you to work with the document. When you are finished, simply saving the document will automatically add the file to the previously selected contact’s documents folder.