The Document Designer allows you to create and customize PDF documents such as invoices and purchase orders. These documents can be mapped to workflows, where fields are auto-filled based on workflow data.
Follow these steps to create a new document:
Step 1: Go to the Document Designer option in the left-hand menu.
Step 2: Click the Create button and choose the workflow for which you want to design the document.
Step 3: Enter a document name, then click the Save button in the top-right corner.
Now a new document designer has been created.