The Document Creation Wizard
The Document Creation window is accessed via the Create Document option in the CCH Document section of the Task Bar. It is available from the Find Contacts, Find Clients, Find Suppliers, Find Employees or Find Assignments windows. It is also available from within the Document Centre for Contacts, Clients, Suppliers, Employees or Assignments.
To open the Document Creation Wizard click Create Document on the Task Bar.
Whilst the same window will open regardless of where you open it from, different options will be available. See the "Create for" pages for details.