This is the area where you create your library of documents for the system. It works like a word processing area but with a benefit, each of the links on the left side will allow you to insert any and all of the personal data from the clients file. When you get the template done this will be the way it comes in each and every time you use that item from the library. If you want to be flexible you can create one document that will fit the needs for several uses or create several documents with a single use, it's up to you..

You don't have to just use this area for your templates - you can also just insert any PDF document rather than use a system template document. However in these documents you can itemize a list for billing and have the system do your math for you. It will also calculate dates due based on your entries in the fields..