Create, edit or delete document template

This section describes how to create, edit or delete document templates.

Create new document template

To create a new document template, perform the following actions:

1. Click on the New button. A popup screen will appear.
2. Fill in a name for the Document Template.
3. Choose the Document Template type.
4. Click on Browse to upload the file.
5. Click on Submit to add the Document Template.

You now have created a new document template which can be used by KBAs.

Edit document template

To edit a document template, click on the button of the document template you want to edit. After clicking the button a popup screen will appear where you can edit the data. After changing the data click on the Submit button.

Delete document template

To delete a document template, click on the button. A popup will appear to confirm that you are sure that you want to delete a document template. Click on the Delete button to delete the document template.