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How do I create a template?

  1. Click on Administration in the sidebar.
  2. Select Documents.
    admindocs.png

  3. Select Templates.
    admindoctemplates.png

  4. In the screen Manage templates, click on New... You can now enter the basic information from the new template.
    templatedetails.png
  5. Click on magnifier.png to link the document.
  6. Enter the Name for the template.
  7. Select the Categories for which the template can be used.
  8. Select the Locations that can use the template.
  9. Select the User groups that can use the template.
  10. Click on Save & close to create the template.