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How do I Save a New Document Template?

  • Updated

To create or save a new Document Template, head over to the Control Panel, under the General section, then click on the Manage Document Templates.

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Once you are in the Manage Document Templates, click the Add Document Template button.

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The following dialog will appear.

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Fill in the necessary information as follows:

 

1. Name

This field is mandatory.

Enter the name of the new Document Template.

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2. Folder path (Optional)

Here is where you can either create a path to the folder where the Document Template will be displayed in the folder structure or choose a folder path from the drop-down dialog.

The default folder levels are "folder 1" and "folder 2," but you can add more levels by entering the folder name in the field one by one.

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3. Description

This field is for informational purposes only.

Here is where you can describe the new Document Template.

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4. Upload file(s)

You can upload the new Document Template here by clicking the field or dragging and dropping the file(s) to the field. The following file formats are supported:

  • .DOC
  • .DOCX
  • .XLS
  • .XLSX
  • .PPT
  • .PPTX
  • .PDF

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5. Document template available in

This field is mandatory.

Here is where you can define on which Card the Document Template will be displayed in the Documents-view; the options are as follows:

  • Case Documents
  • Client Documents

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Click on the Save button, and you are done.

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The newly created Document Template will be displayed in the specified location, as below.

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Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to gain access to the Control Panel.