How do I Save a New Document Template?

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.

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

The following dialog will appear.

Fill in the necessary information as follows:

1. Name

This field is mandatory.

Enter the name of the new Document Template.

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.

3. Description

This field is for informational purposes only.

Here is where you can describe the new Document Template.

4. Upload file(s)

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

Click on the Save button, and you are done.

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

Note:

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