Support Center

Follow

Creating and Editing Document Templates

This guide will discuss how to create and edit custom Documents that can be generated for clients.

Documents

Documents

From the Administration page, scroll to the Documents section and select Document Templates

Manage Document Templates

Manage Document Templates

1. Choose between Create a new document template and Edit an existing document template

2. Click Select Action

Edit Document Template

Edit Document Template

If Edit an existing document template is selected, the most recently used and created templates will be available for edit or deletion.

Create/Edit Document Template

Create/Edit Document Template

Once you've selected Create a new document template or selected the template you wish to edit:

1. Name the template

2. Provide a brief Description

3. Enter the body text for the document

4. Enter the text that will be displayed next to the acceptance check-box

5. Save, Cancel, or Preview the document

Document Templates

Document Templates

Once saved, the Document can be managed in Document Templates.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk