Document Template Management
Master Templates
Master Templates are in-house templates organized into various categories and can be customized to meet users' specific requirements. These templates are designed to help users get started with the system and facilitate document creation. For ...
Document Template Creation
CREATING A NEW DOCUMENT TEMPLATE We can create a new design in two ways: by clicking the "Start Designing" button on the home page, or by navigating to the design system in the menu and creating from the documents section. Follow these steps: 1. ...
Delete Document Templates
To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...
Search Document Templates
SEARCH DOCUMENTS To search for the list of document templates in the system, follow the steps below: 1. Go to the "Design System" section from the main menu. 2. Click on "Documents". 3. On the documents page, you can see the list of all the templates ...
View all Document Templates
To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...