User Manual

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Chapter 6 Working with Your Items
6
Working with Your Items
Creating a New Document
1. In the Folder Navigation pane, navigate to the folder where you want the new document
stored.
2. From the Actions menu choose New and then Document.
3. Double-click on the new item to open it in Details View. Note that Document is already
selected in the Item Type dropdown menu.
4. Using the dropdown menus and fields provided, add all of the necessary details for the
contact.
5. The item will be saved automatically.