Upload a document template
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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 Document templates page.
You can sort the document templates in alphabetical order by name and description.