Creating standard documents
To create a document using the standard document form:
1 Open the container where you want to store the document.
2 Choose New Document from the Create field.
3 Select the template you want your document to use.
4 Update the envelope of the Document form.
These fields are only visible when you create or edit a document.
5 Add and format the document content.
Creating documents using special forms
To create a document using a special document form:
1 Open the container where you want to store the document.
2 Choose the document form from the Create field.
3 Update the document form.
Updating documents
To update a document:
1 Open the document.
2 Click Edit Form.
3 Make your changes.
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