Document Template can be accessed from the main Admin menu. This screen will allow you to upload or create from scratch all your important company documents and then to automatically populate them with your client's information at the click of a button.

Different Document Templates

Create a custom letter or document template

You can either create a rich text letter template using the advanced editor interface. Or you can upload an existing PDF or JPG form or document. Both types of documents allow you to easily merge tags for dynamic content generation.

Letter Templates

Document/Form Templates