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Upload a Document Template
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. ![screenshot][1] 3. On the **Document Generations Template…
View or Edit Document Template (MAC Instructions)
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. If the template is a system default template: 1. You will need to make a copy of the template in order to open it. Click the elli…
Create a Badge Template From Scratch
(Note: this process can also be used to debug/fix a broken custom badge template. See the ["View Hidden Fields"][1] section.) ![][2] **NOTE: **While creating your own custom badge template is available, GrowthZone Support will not troubleshoot/debug a custom template that is not working as expected. See the ["View H…
View or Edit Document Template (PC Instructions)
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. If the template is a system default template: 1. You will need to make a copy of it in order to open it. Click the ellipsis ![][1…
