How to create a Document from Template?

Step 1: Click on “New Document” menu 

Step 2: Then Search the required template to create a document and click on that template.

Step 3: Provide a title to the document and the NFA reference or any other reference

• Choose a workflow associated with the document
• Click on open document

Step 4: Fill all details in the template. The Traffic light system (3 buttons on the top help users to track if they have filled all the required fields)

• Green – Indicates filled fields in the document.
• Yellow– fields need to be filled but not mandatory fields.
• Red – Mandatory fields to fill.

Step 5: Navigate to other tabs by clicking “Hamburger Menu” 

Step 6: To upload Attachments click on “Attachments” icon and click upload button and upload the required document.

Step 7: Click on “Send” button to launch the workflow.

Step 8: Before launching the workflow need to send any message write in the description box and click on “Send” button.

Then launch the workflow by filling required details to launch the workflow.