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How to add recurring document?

To add periodically sending (recurring) document from the menu, select Documents. From the popup menu, select Add recurring document. Use the wizard to add a document to guide you through the process. And if you want to do it manually, close the wizard.
Enter the requested information (such as type of document, products / services, delays., etc.). Pay attention to the particularly important fields Start recurring date, which by default is filled with the current date. If you want to change it, click in the box and from the appeared calendar select another date. Set ending date for the repetition by clicking in the box and select it from the pop-up calendar. Set repetition period in the corresponding field Repeat. Done.


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