Documents can be created from various locations throughout UniPhi depending on the work that you are performing at the time. Though the most common way to create a new document is to select the yellow NEW icon from within the Documents module, documents can also be created from within the Contracts module related documents from the Value or Invoice screen, or directly from Methodology Templates.
Create a New Document Instructional Video
Regardless of how you create your new document, UniPhi will launch a new document pop up window, which will guide you through the document creation process, according to the workflow and template that you have selected.
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