How to generate your first document using Docs Made Easy?
Follow along with the steps to generate your first document using Docs Made Easy!
Step1: On the Home screen of the Docs Made Easy app, click on the waffle Icon (nine dots) at the top left corner. Now, type in “Accounts.”
Figure: 01
Step2: Navigate to the Accounts page with the help of the dropdown. From here, you need to open any of your accounts.
Figure: 02
Step 3: When you select a particular account, on the top right corner, you will see the “Generate Doc” button. Click on the button to generate your document.
Figure: 03
Step 4: On this page, you should see the templates you’ve already created. Click on the template that you want to use.
Figure: 04
Step 5: Now, scroll down and click on the “Merge Document” button to generate your document.
Figure: 05
Step 6: And finally, you will see the generated document in the download bar at the bottom of your browser.
Figure: 06
Or, simply watch this video!