How to generate your first document?

Created by Docs Made Easy, Modified on Fri, 25 Jul at 7:47 AM by Docs Made Easy

Here are the step-by-step guide to generate your first document using Docs Made Easy!

Step1: On the home screen of the app, click on the Waffle Icon (nine dots) at the top left corner search for the object you have created button for (Accounts in this case).

Step2: Navigate to the Accounts page with the help of the dropdown. From here, you need to open the account where you want to generate document

Step 3: When you select a particular account, on the top right corner, you will see the “Account Details” button. Click on the button to generate your document. (The button you have created using the app Setup will appear here)

Step 4: On this page, you should see the templates you’ve already created. Click on the template that you want to use.

Step 5: Now, click on 'Download' (Template) button.

Step 6: And finally, you will see the generated document in the download bar at the bottom of your browser.