Upload a document template
You can upload multiple document templates at a time.
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Navigate to
.
The Document templates page is displayed.
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Select
New.
The Upload document templates dialog box is displayed.
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On the
Category list, select a category for the new document template.
By default, your working category is selected.
- Select Browse for Document templates and select the document template to upload.
- If any of the files being uploaded already exist, you can choose to overwrite the existing files by selecting Overwrite existing files.
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Optional. Enter a
Description for the document template, such as "Company document templates."
The description cannot be more than 255 characters.
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Select
Save to upload document templates.
The Upload document templates dialog box displays the progress of file upload.
- Once the file is uploaded, select Finish.
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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