To create a document, such as a letter or a fax, for a specific company or contact, do the following:
Select the company or contact in either Company or Contact view and press the 
button situated in the Contact mode shortcut bar. Alternatively, press Ctrl+W together. A
Document dialog box is displayed, showing the Details page.
The intended recipient of the document is displayed at the top of the Details page. Enter a subject for the document and choose a document template on which this document will be based.
Press the Create Document button. Your word processor will be launched, showing the document that you have just created. Add any additions to the document, save it, optionally print it and close down the word processor.
OfficeTalk will record the document as a history trail against the selected company or contact.