Document Template

Create a Document Template

Navigate to “Templates” > “Document Templates”

Click “Add Template”

Select the document template you’d like to create from the dropdown menu

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Not all documents that are available through the project screen can be templated

Check all checkboxes for applicable fields, and enter appropriate information within each field

Click “Save Changes”

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You can also create a new document template from a manual creation through the project process. To learn more about that process see

Projects

Edit a Document Template

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Editing an existing document template will only impact new documents created from this template. If existing documents need to be updated to match the template, you will need to update those through the Project specific page

Navigate to “Templates” > “Document Templates”

Select the document you’d like to edit from the list of available templates

Edit any field as needed

Click “Save Changes”

Delete a Document Template

Navigate to “Templates” > “Document Templates”

Select the document you’d like to delete from the list of available templates

Click “Delete”