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	Electronic Form requiring employees to enter data and/or e-sign Employees only need to upload a document in response to the document request