Setting Up Document Templates

To set up document templates, follow the procedure below:

  1. Navigate to the Settings.
  2. Select the Document Templates from the left panel.
  3. The Document Templates window opens on the right.
  4. Click Add from the top menu of the window to create a template. This opens the Add Template popup window.
  5. Enter the details for the mandatory fields – Template File, Template Name, Collection Type, and Category.
  6. Select the appropriate Collection Type from the dropdown menu.
  7. Select an appropriate radio button for the Category field. You can choose to create templates for General category documents, for All Sites, or for specific countries or sites from the Category section of the window. One document template can be created for any one of the categories mentioned above. Hence, select a radio button as required.
  8. Click the Tag icon to select the Document Type. This opens the Select Document Type popup window.
  9. Select the category for the document type from the list available. Keep clicking and selecting the appropriate categories until the OK button is enabled.
  10. The selected document type is reflected in the Document Type field.
  11. Click the Create button displayed at the bottom of the Add Template popup window.