Selecting Lists and Types > Document Templates from the Configuration section of the side menu will open the Document Template List page.

Open

Document Template List

The template list displays any templates that match the filters set above the list. For each template, the following details are shown:

• Name

• Template For – This is the type of record for which you can generate a document based on the template.

• Download – Select this to download a copy of the template.

Filtering the List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the  icon to run the search and apply your filters.

• Search – Here you can search by template name.

• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Selecting More shows the option to filter by Template For. Selecting this will add it to the filters above the list, where it will work like the ones described above.

Exporting the List

Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Editing Document Templates

Selecting ... > Edit by a template in the list will open a window where you can edit the Name and upload a new docx file to use as the template. Once you have made your changes, select Save to confirm them or Cancel to discard them.

Open

Document Template Actions

Selecting Create from the top-right corner of the page will open a window where you can Create a New Document Template.

Selecting the ... icon by a template in the list will open a menu with the following options:

• Edit – This will open the Edit Template window, as explained above.

• Delete – You will be prompted to confirm that you want to delete the template.