Adding template documents
To add a template document expand the document section in the template overview screen.
Click the Add new document button,
Enter a document name and document type.
The user access tab will list all internal and external roles that have access to that document.
If you have the vendor template module you can select the vendor owner (Click for more information on vendor templates)
You can choose to set the default settings and vendor response requirements to be applied to all new headings
When complete click Save and close to create the template document.
Note: You can set the default format from the system settings. The following options are available:
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I want to build and online document - If this option is selected a document will be created with no headings.
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I just want to upload documents as attachments - If this option is selected a document will be created with a single heading with the requirements completed.
