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Custom Documents

Custom Documents

Updated over 9 months ago

In addition to templates, GIC offers a sophisticated tool for adding and customizing your own documents within the system to provide maximum flexibility and reduce duplicative work.

Upload a Custom Document

1. From your Documents tab, click Upload Document:

2. Click to launch file browser (or drag and drop) to select the file you want to upload, then click Upload Document:

3. Click into the newly uploaded document, and click Configure Fields:

4. This will launch the Document Customization interface, where you can add and customize fields.

  • Select the identity and corresponding field you want to add from the left side, and customize the details of the field on the right-hand sidebar.

  • When you are done, click Done Editing.

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