What is the Paperwork Button?
The paperwork button is accessible from most windows, and allows you to create documents based on that data within that window.
The paperwork button is dynamic, displaying template options based on the source. For example a Contact with a Landlord profile, will enable Contact Datasource and Landlord Datasource Templates.
It also works differently for single records and lists.
From a single record:
From a list of records:
