Creating Documents from Templates
The Document Creation Wizard
The wizard facilitates creation of documents based on predefined templates. It is started using the Create Document button within the CCH Central taskbar ribbon.
The wizard can be primarily accessed via the Document Center
Global Documents
Client Document Center
Conctact Document Center
Employee Document Center
Assingments Document Center
It is available in various ribbon views windows
Find Contacts
Find Clients
Find Suppliers
Find Employees
Find 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 based on the context that the creation process has been started around.
Sections below will expand on possible variations