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Upload a Document Template
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If you have created a document template, you can upload it to the database.


  1. Click Setup in the Navigation Panel.
  2. Click Document Generation Templates in the Document Generation section. A list of existing templates will be displayed.
  3. On the Document Generations Template screen, click the Add   button.
  4. In the Add Document Generation Template window:
    1. Select the Template Type; this will determine where in the software the template will be available for use/selection. For example, document templates of type Invoice will only be available where billing functions are performed.
    2. Enter a Name for the new template.
    3. Click the Choose File button to navigate to your saved copy and upload.
  5. Click Done. You will now be able to choose this template where applicable.
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