Manage document templates
Keep customer and production documents consistent.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings, then Templates.
- Identify the document type and current approved source.
- Upload or replace the template in a controlled change.
- Generate a test document using representative data.
- Approve presentation before making it normal practice.
Good practice
Keep a dated copy of the previous approved template for rollback.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.