How to Create a Custom Document

Modified on Fri, 13 Aug 2021 at 10:58 AM

1. First, you will need to go Plan Review>Configuration>Custom Document Types

2. Select “Add a new custom document type” located at the bottom of the screen.

3. Next, you will want to “Title” your Document and select the File Format.

4. Next, you are going to start adding the Elements of your Document. Click “Add an Element” and select from the drop down menu.

5. Continuing adding elements to your custom document until all elements have been added.