To upload a new template to the Template documents area, please follow the steps listed below:
Go to Correspondence > Template documents
Click on the upload icon (
)Drag and drop the template into the window or click on Add files and locate the template to be uploaded
Click Start upload
Once uploaded, close the pop-up window and refresh the page. The newly uploaded template will now appear in the Select template dropdown.
Please note, templates must be uploaded in a Microsoft Word (.docx) file format.
Video tutorial