When generating a document in Additional Documents > Doc Creator, you can export directly to Client Document Storage.
When a document is exported to Client Document Storage, we will update the title of your document to show Custom Document and include a new tag labeling that this document was Exported from Doc Creator
First, you will need to select the document you want to create, then + Create Document
You will then see the option to export as a PDF, Word, and Client Doc Storage.
Select Client Doc Storage
Once saved to Client Doc Storage, it will show as a custom document. You can rename by clicking on the middle edit icon.
