Document Template
Creating and applying a document template to the transaction gives you a much simpler task because you can add custom file buttons, merge or split documents, organize your document folders, and much more.
All Categories/ Category
Adding and using Category can help you organize your templates in such a way that it makes the template visually easier to locate.
You can delete the category that you created by clicking “Manage Categories”
Once the category has been created, it cannot be edited.
Sort Templates
It allows you to organize your templates according to your preference and this can be done by clicking the Sort Templates button. The right-side panel will open and you can drag and drop the document templates into the desired order.
Add New
This button will allow you to create a new document template.
Search Bar and Renaming a Template
This search box will allow you to easily find the template you’re looking for, especially if you have many document templates saved in the system. Hover your mouse over the template name and just simply type in the new name and hit the check button to save the changes.
Edit and Options
The “Edit” button will allow you to modify your document template. The “Options” are for cloning and deleting a document template.
Creating a Document Template
Step 1:
From the dashboard screen, go to the hammer icon and select Templates.
Step 2:
Go to the Document Templates, and click Add New. Enter the document template name and click Submit.
Step 3:
After creating a new template, you will jump into your document template and start adding your document folders and placeholder files.
Step 4:
Enter the document folder title and click Add Folder.
Step 5:
After adding a folder, you can now start adding placeholder files under your document folder by clicking the + File button and clicking Add.
Step 6:
It allows you to customize your files using these document features.
Files: Expand All | Collapse All - the ability to minimize your files.
Manage File Buttons - it gives you the ability to customize your file buttons.
Document Folder Options - it allows you to sort your document folders by clicking the six dots icon, color label your document folder, add more files, add document notes, exclude document folder by clicking the EX button, and renaming your document folder by hovering over the document name and hit “Enter” to save it.
Placeholder File Options - to sort your files and color label your files.
Placeholder File Options - add a note, customize your file buttons, and by changing the file button colors.
Add a note - add a note and click Save.
Expand and Collapse button
Small Box Icon - ticking this box will allow you to move your file to another folder and also delete it.
Renaming a File - it allows you to change the name of the file by hovering over the file name to change it and clicking “Enter” from your keyboard to save the changes.
