Creating a Document from an Action

Creating a Document from an Action

Within an Action, you have the option to create a new Document, either from scratch or from a Document Template. This new Document will be automatically linked to the Action. When Editing an Action, click More > Create Document. A new browser window will open with the Online Document Editor.

Create the new Document as you normally would from this point. See Creating New Documents for information on this feature.

You also have the option to create a label or envelope by clicking Create on the toolbar in the Labels & Envelopes section of the Home ribbon.

This process completes just like Creating a new Document from any other section of AdvisorEngine CRM, except that this Document will already be linked to the originating Action.

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