How to Use the Document Manager

Users are now able to add and modify several documents with our new Document Manager feature.

To begin adding or modifying documents.

1. Go to the  Settings > Documents > Document Types

2. When you hover over the document desired, four button options will populate – Edit, Copy, Reset and Delete

3. To create a new copy of a document, simply click on the Copy icon.

4. In the Document Name field, populate the name for this document, in this case, I’m going to create a new customer Invoice template. Click Copy to create this new Document

5. To edit your Document's description, simply click on the document, and modify the text under Document Description.

The Default feature allows you to print your new document directly from the More Actions tab in the relevant cieTrade screen.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.