Step-by-Step Guide to Generating, Managing, and Downloading Letters on BizCRM App

STEP 1: Click on "Generate" to Access Letter Options

• Navigate to the URL: bizcrmapp.com.
• Locate and click on the "Generate" link in the sidebar.
• This will direct you to the letter generation interface.
• You will see a list of letters with options to add new entries or manage existing ones.

STEP 2: Click on "Option Menu"

• Navigate to the highlighted area on the screen.
• Click on the "Option Menu" link to access additional options.
• Ensure to review any dropdown selections that may appear.
• Look for any required fields marked with an asterisk (*) for completion.

STEP 3: Click on "View" to Access Letter Details

• Locate the "View" option in the highlighted area.
• Click on "View" to open the details of the selected letter.
• Ensure you have the correct letter selected before clicking.
• Review the information displayed after clicking to ensure it meets your needs.

STEP 4: Click on "Option Menu" to Access Further Actions

• Locate the highlighted area in the table under the "Actions" column.
• Click on the three-dot menu icon to reveal additional options.
• Review the available actions for the selected letter.
• Ensure you have the necessary permissions to perform the desired action.

STEP 5: CLICK on "Download"

• Locate the "Download" option in the highlighted area.
• Click on the "Download" link to initiate the download process.
• Ensure that you have the necessary permissions to download the document.
• Follow any prompts that may appear to complete the download.

STEP 6: CLICK on "Option Menu"

• Navigate to the highlighted area in the table.
• Click on the three-dot menu icon to access additional options.
• Review available actions for the selected letter.
• Ensure to select the desired option for further actions.

STEP 7: CLICK on "Duplicate"

• Navigate to the highlighted area in the options menu.
• Click on the "Duplicate" link to create a copy of the selected item.
• Ensure you have selected the correct item before duplicating.
• Review any prompts or confirmations that may appear after clicking.

STEP 8: CLICK on "Option Menu"

• Navigate to the highlighted area in the table.
• Click on the three-dot menu icon to access additional options.
• Ensure you have selected the correct entry before proceeding.
• This action allows you to view options like "Edit" for further modifications.

STEP 9: Click on "Edit" to Modify Letter Details

• Locate the "Edit" option highlighted in red.
• Click on "Edit" to proceed with modifying the selected letter.
• Ensure you have the necessary details ready for editing.
• Follow any prompts that appear after clicking to complete the editing process.

STEP 10: Click on "Option Menu" to Access Further Actions

• Locate the "Option Menu" in the highlighted area.
• Click on the menu icon (three dots) to reveal additional options.
• Review available actions such as "Delete" or others related to the selected letter.
• Ensure you have the correct letter selected before proceeding with any action.

STEP 11: Click on "Delete" to Remove an Entry

• Navigate to the highlighted "Delete" option in the action menu.
• Confirm the deletion when prompted to ensure the entry is removed.
• Ensure you have selected the correct entry before proceeding with the deletion.