Overview

Article Overview

This article explains how to create a new document and how to install the EasySend Microsoft Add-in.

Creating a New Dynamic Document

(See Figure 1 to Figure 4)

To create a new dynamic document, perform the following steps:

Figure 1: Document Tab

1. Click the Documents tab (1) to navigate to the Documents screen.

    Result:

    The Documents screen appears:

Figure 2: Create New

2. On the PDF screen, click Create New (2) and then New Dynamic Document (3).

    Result:

    The Create a Dynamic Document window appears:

Figure 3: Create a Dynamic Document Window

3. Enter a Dynamic Document Name (4) and then click Ok (5).

    Result:

    A new dynamic document is created.

Figure 4: New Dynamic Document 

Downloading EasySend Microsoft Add-in

(See Figure 5)

To create and edit a dynamic document, you must use Microsoft Word and EasySend's Microsoft Add-in. To download the Add-in:

1. Open your Microsoft Word.
2. Navigate to the Home tab (1).
3. Search for the EasySend Add-in (2), and follow the instructions on the screen.

Figure 5: EasySend's Add-in on The App Store