Add a Document

Utilize the File Cabinet Module to securely store and access files for record keeping and editing. From the File Cabinet Module, select the Folder View tab. Right...

Document Usage Definitions

The document usage type determines where a particular file will be made available within your database. General Document is stored within your database and will appear in...

Creating a Letter Template

You can create letter templates that can be used to generate letters in Compass-360 to be sent to your constituents. First, open the File Cabinet module, then right-click on...

Creating Editable Templates for Fixed Usage Types

Locked templates of a particular usage type can be copied to allow you to add design elements to create custom forms. It is not recommended that you...