How can I create a new document? - teambox

In TEAMBOX, you can define freely customizable documents for template and recurring use.
Your templates may be defined in the TEAMBOX initiation phase and will be displayed in the list of “Document types“.

Go to “Documents“ > “New document“
Select a “Document type“ from the drop-down
Select a job from “Favourites“ (i.e. a list of jobs featuring recent time tracking) OR by choosing the job using the “Client“, “Area“ and *“Job“ *drop-downs
Click the button “Next“ at the bottom of the page
=> More options are displayed
Choose / customize a “Recipient“ from the drop-down
Add a “Tag“ to this document to facilitate finding it
Optionally, customize the “File name“
Depending on your user’s permissions, you may (not) see the checkbox “Confidential“; clicking it will turn this document into a confidential document that may only be viewed by users with the relevant permissions
Click the button “Save“ at the bottom of the page
=> “Editor“ is displayed
Customize the document by specifying the relevant information in the text fields
HINT: In addition to the editor features, you can also use “Text blocks“ for this document by clicking the puzzle piece icon
Click “Save“ at the bottom of the page
Depending on your use case, you may now print the document by clicking the “PDF“ button at the bottom of the page; alternatively, browse the job the document has been created for
On the job page, scroll down to get to the “Documents“ section
Expand the list of files to view the recently added document