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

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  1. Click the New button and select Upload.
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  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
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  3. Once the document is added, click on 2. Set template Settings to configure the template for specific workflows, entity types, Jurisdiction and Language. For more information on template settings, please see Configuring Template Settings. 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
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  5. Your document should now be the first item in the Template Manager!

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