2b. What's a single use doc, and how do I make one?
2:04
"What's a single use doc, and how do I make one?"
A single use doc allows you to format a document, as a PDF, with your org's letterhead on the side.
To make a single use doc, and download it as a PDF:
- First, tap: MenuDocs ... allNew doc
- Then set it to: "New doc"
- Once it slides out on the right, type in the subject and contents of your doc.
- Next, now that you've got your doc exactly how you'd like it to look, to see what type it's set to, open the bottom menu:
- Then tap: Change doc type
- And you'll see that, by default, all new docs are set to: "Single use (no history, no confirm)"
- In the notes, you can see that the main purpose of a "single use" doc is to download it as a PDF.
- You'll also see that nothing about the "single use" doc is stored on 1st Money's servers once you close it.
- Next, to download the doc as a PDF, tap: Download PDF (at the bottom)
- The download takes a few seconds while it generates a PDF that includes your company's letterhead on the side of the first page.
- Once it's downloaded, tap the downloaded PDF to see it.
- You can now save or print your downloaded PDF.
- And finally, tap Close & discard, and now that it's closed, nothing remains stored on 1st Money's servers.
Keep in mind that:
- Once you close your doc there's no way to restore it back.
- If you want to save your doc for future use, you'll need to change it to a different type.
To learn more:
- About changing the doc's type, watch the video on: Changing doc or letter type
And that's it! That's everything you need to know about making a single use doc, and downloading it as a PDF!
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2a. What's a single use letter, and how do I make one3. How do I format the contents of my letter or doc