Uploading New Templates

  • Updated

To add new templates, follow these steps:

  1. Navigate to the Templates section on the left hand side of the Application

Screen_Shot_2021-10-29_at_7.47.51_PM.png

  1. Click the New button and select Upload.
    Screen_Shot_2021-10-07_at_2.57.55_PM.png

  2. Add the template by either selecting the local file or dragging and dropping into the upload area. The Template settings tab will remain disabled until a document is uploaded
    mceclip0.png

  3. Once the document is added, click on 2. Set template Settings to configure the template for specific workflows, entity types, Jurisdiction and Language. Note: The Submit button will not be enabled until the a valid entry is made in the Jurisdictions field.Screen_Shot_2021-11-10_at_7.51.57_PM.png
  4. Once all settings have been made, click on the Submit button
    Screen_Shot_2021-11-10_at_7.59.37_PM.png
  5. Your document should now be the first item in the Template Manager!

Screen_Shot_2021-10-07_at_3.00.43_PM.png