There are different ways you can generate a document.
If you only have access to the Core module, you can generate a document via the following steps:
Go to Create > CRM > Document:
Complete the form as per your preferences, and click Generate:
After clicking 'Generate', you will be able to see your document, and you can make any further changes to it before deciding to save to the Client Manager client record.
If you have any questions, please email our support team at email@example.com