CA Cloud Desk simplifies the document creation process by offering a document creation module where users can create documents by adding some variable values. With CA Cloud Desk you can create documents such as agreements, Applications, Audit documents and much more with ease.
To create documents click on the Create document option in the left panel of your customer dashboard and you will be redirected to the above screen.
Under the Create Document section, you can select a category of the document. For example, you can choose from 8 categories such as Agreements, Applications, deeds, etc.
After that, a list of subcategories will appear.
According to the chosen document category and subcategory, a list of variables will appear. After filling in all the details you can click the Save Button to save the documents.
Download the CA Cloud Desk customer app to access notifications, service requests, payments, and many more features anytime-anywhere.
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