How do I Upload New Template?

Abhishek T P

Last Update 10 maanden geleden

Step 1: Ensure that you have a parameterized template as per the process mentioned in the article: How to parameterize a template


Step 2: Click on “Templates” in left hand menu 

Step 3: Next Click on “New Template” option from Templates List

Step 4: Fill all the required details and Upload a template


· Name: Provide an appropriate name to the template so that it can be easily identified.

· File: Upload a file in docx format.

· Category: Choose a location where the template should be stored.

· Add Tag: Provide proper tags for easy identification of the Template.

· Public: Uncheck public option.

Step 5: After filling all the required details click on “Save Template” button

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