› System data › Document templates › Upload a document template

Upload a document template

You can upload multiple document templates at a time.

  1. Navigate to System data > Document templates.

    The Document templates page is displayed.

  2. Click New.

    The Upload document templates dialog box is displayed.

  3. On the Category list, select a category for the new document template.

    By default, your working category is selected.

  4. Click Browse for Document templates and select the document template to upload.
  5. If any of the files being uploaded already exist, you can choose to overwrite the existing files by selecting Overwrite existing files.
  6. Optional. Enter a Description for the document template, such as "Company document templates."

    The description cannot be more than 255 characters.

  7. Click Save to upload document templates.

    The Upload document templates dialog box displays the progress of file upload.

  8. Once the file is uploaded, click Finish.
  9. Upload multiple document templates as needed.

    The uploaded document templates are listed on the Upload document templates page.

    You can sort the document templates in alphabetical order on the name and description.

How to: maintain a document template