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2b. What's a single use doc, and how do I make one?

Single use docs2:04

"What's a single use doc, and how do I make one?"

A single use doc allows you to format a document, as a PDF, with your org's letterhead on the side.

To make a single use doc, and download it as a PDF:

  1. First, tap: MenuDocs ... allNew doc
  2. Then set it to: "New doc"
  3. Once it slides out on the right, type in the subject and contents of your doc.
  4. Next, now that you've got your doc exactly how you'd like it to look, to see what type it's set to, open the bottom menu:
  5. Then tap: Change doc type
  6. And you'll see that, by default, all new docs are set to: "Single use (no history, no confirm)"
  7. In the notes, you can see that the main purpose of a "single use" doc is to download it as a PDF.
  8. You'll also see that nothing about the "single use" doc is stored on 1st Money's servers once you close it.
  9. Next, to download the doc as a PDF, tap: Download PDF (at the bottom)
  10. The download takes a few seconds while it generates a PDF that includes your company's letterhead on the side of the first page.
  11. Once it's downloaded, tap the downloaded PDF to see it.
  12. You can now save or print your downloaded PDF.
  13. And finally, tap Close & discard, and now that it's closed, nothing remains stored on 1st Money's servers.

Keep in mind that:

  • Once you close your doc there's no way to restore it back.
  • If you want to save your doc for future use, you'll need to change it to a different type.

To learn more:

And that's it! That's everything you need to know about making a single use doc, and downloading it as a PDF!

Updated: Sat, Feb 10, 2024.

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