CCH Document Management
Create for Supplier Filing
This document provides a detailed guide on creating documents for the Supplier Filing library. It outlines the necessary steps, starting from selecting a supplier record to accessing the "Create Document" window. The guide is divided into two main sections: adding filing details and adding mailing details. Each section includes key fields like library, template, addressing information, and more, along with their default settings and editable options. The document emphasizes user interaction with templates, contacts, and editing capabilities for personalizing the documents.