Self Create Doc

Self Create Doc is feature in our Document management module. This feature allows you to effortlessly Create Customised Documents to empower your CA practice. You can easily create customised agreements, contracts, or other legal documents by just providing a few details.

CA Cloud Desk automates your document generation process and saves your time and effort.

How to create a Document using Self Create Doc

Select Document vault from left panel in your partner dashboard and click self create doc from the drop-down and you will be redirected to this screen.

Click on the Create document option.
You can choose the document type from the category option. We offer a large category of documents such as Accounts documents, agreements, franchisees, and many more.

How to Create Deeds

Select Create Document from Documents Vault.
In the category option select Deed

Select Subcategory. You can create Dissolution of Deed, POA, Partnership Firm or Retirement Deed

Choose your document type.
Fill all the required details
Add name and click Save.

How to view Created Documents

You can then view the created document using the view created document option.,

After creating the document, you can

1. Edit: By clicking the edit icon under action tab you can edit the variable values in the agreement.

2. Download: After the document is created it can be downloaded for further compliance related works.

3. Delete: If the document will not be used, you can delete it via delete icon.

If you want to create a custom document, you can create it using the custom document creation option.

Under the custom document creation option, you can add a description and upload the desired document.

Click Save.

Customer Document

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Links

Contact Info

Law Seva Management Private Limited , Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U P 201013

+91 120 430 8902

[email protected]