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How to Add a Template
How to Add a Template to the Document Explorer
1. In the Documents Explorer, click the Templates Folder and select to add a new Folder.
2. Name the new folder.
3. Click the newly added folder to open it and select to upload a file.
4. Input the required information and click
Setting | Description |
Name | Display name of the Document |
Description | File Description |
Choose a File | Select a file to be uploaded |
Instructions |
Provide instructions to employees (optional) |
Template Type |
|