Prerequisite: Your admin creates document templates, like letters, proposals or contracts, on the Document templates settings page and indicates where you can access those templates.

To create a document, complete the following steps:

1. Select Create document (from the open opportunity, order, activity, appointment, company or contact).
2. Select the type of document template (set up by your admin) from the list. 
3. From the document window, you can:
• Download a PDF of the document.
• Document a Word file of the document.
• Send an email with the document attached (if you have activated Upsales email).
• Zoom in or out on the document.
• Navigate through multiple pages of the document.
4. Select Close to close the document template window.