User Guide/⏳Using Stackd/Projects/Project Documents/To Create a Generic Document

To Create a Generic Document

  1. Navigate to “Projects”
  2. Select the project you want to open from the project list
  3. Click “Prefilled Templates” next to the “Documents” heading
  4. Select the template from the dropdown
  5. A pre-populated fillable PDF will open in a new browser window
  6. Fill in all required fields
  7. Click “Save Changes”