How To Create Documents
Multiple ways to create documents
Written by Mandy Cox
Updated over a week ago

From Within the Transactions Tab: 

Use Create New in the Transactions tab to create return documents for any open Purchase Orders or to create free-form documents.

When Viewing a Purchase Order:

There are two ways you can create a return document:

  • Use the Create New icon, located at the top of the Purchase Order.

  • Click New in the Workflow under the return document you wish to create. 

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