How to add documents to a project

  1. First, you have to go to your project you want to add a document to. If you don’t already have a project and/or looking to create a general document, then see instructions for How to create a template without a project.
  2. Now, within your project, you will see a tab called Documents. You will want to click on that tab.
  3. Then, select Add New Document.
  4. Select your Document Type you'd like to add 
  5. Next, you can select a template that you have already created OR Create from scratch (This creates a document just for this project).

Did this answer your question?