Creating Documents
Create new documents by adding a row in the data grid and editing the TLDraw canvas.
Overview
Documents in Event Manager are visual canvases powered by TLDraw. Each document is linked to a contact by phone number. You create a new document by adding a row to the data grid, which initializes a canvas from your configured template.
Navigating to Documents
Click the Documents icon in the navigation bar to open the documents page. You need admin privileges to access this page. The documents page has a split layout: a data grid on the left and a TLDraw canvas viewer on the right.