This document guides you on the process to download a copy of the custom template that has been uploaded into the platform and/or create a document without assigning any opportunity to it. 

For all such instances, you can perform the following steps:

Create a Document without Assigning an Opportunity to it:

  • Click on the Documents icon on the left navigation menu.
  • Click on the down arrow beside the ‘+New’ button at the upper right corner.
  • Click on Browse Template.

  • Under Custom Templates, select the template of your choice and click on Create Document.
  • Add the name of the document, choose the client, recipient and tax region and click on Create Document. 
  • Please note that Opportunity is not a required field here.
  • A replica of the template is generated.

Downloading the Document

  1. As soon as the document is created, click on the ellipsis beside the Send Document button.

  2. Click on the Download Document (.pdf) option to download the file.