How to create a document

In this article

    Creating documents inside SuperOffice is useful to ensure a unified look and feel for documents across the company, and to create easy access for everyone.

    Tight integration with Microsoft Office allows you to create documents in Word, PowerPoint, and Excel and to automatically save the document tied to records such as contacts and a relevant project.

    Tip: If you have already created a document and you just want to use that, you can upload it instead. Just use the Document icon in the bottom menu to upload your existing document.

    Your administrator can help you if you'd like to add your corporate document template to SuperOffice

    Learn how to create a document

    Manage documents inside SuperOffice to maintain a consistent look, and to save time in setting it all up.

    Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.