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CommunityI want to insert my own template for Various items. Court Document, Caption Document. How do I upload my own template so that it can be chosen for a Document Type? Most importantly where is the instructional document (i.e. link) for this feature?

I want to insert my own template for Various items. Court Document, Caption Document. How do I upload my own template so that it can be chosen for a Document Type? Most importantly where is the instructional document (i.e. link) for this feature?

  • Amanda Blackford (Customer)

    Your best bet may be to go into the Forms & Templates folder. Go into the "Browse" tab and right click in the folder you want the template to go into. There's an option for New or Import templates.

     

    If you want to use the "New Document" box instead, I think you'll need to click the dropdown button by "Select Document Type". Another option might be to right click on one of the existing templates, say "letter" and select duplicate and edit.

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I want to insert my own template for Various items. Court Document, Caption Document. How do I upload my own template so that it can be chosen for a Document Type? Most importantly where is the instructional document (i.e. link) for this feature?