How to Create EverDocs on Desktop
How to Create EverDocs on Mobile
How to Create EverDocs on Desktop
- Click “EverDocs”
- Select Document type by clicking the option in the left-side EverDocs panel.
- Title your Document, in the field next to the document type icon.
- Fill any required fields.
- Click “Case Contact*”
- Click “Save”
How to Create EverDocs on Mobile
- Go to “EverDocs”.
- Tap “+Create EverDoc”.
- Select the form you want.
- Begin filling the required fields.
- Search and select the “Case Contact”.
- Click “Create” when you are ready.