Create Custom Document Template
Steps:
Click "Settings" in Top Menu Bar
Click Documents Tab to open Document Templates Page
Click Custom Documents Tab
Click the “+Add Custom Template” Button
Enter Document Name in Name for new Template Text Box
Click "Apply" Button
(If Needed) Create Document Requirement (Turn On Automatic Assignment)
Click "Create Document" Check Box
Select Locations in Locations Dropdown
Select Offerings in Offerings Dropdown
(If Needed) Turn on Document Expiration
Select Set Date or After a Set Number or Days in Document Expires Dropdown
Enter Date or Number of Days
(If Needed) Turn on Document Review
Click "Document requires verification by employee" Check Box
(If Needed) Enter Document Description in Description Text Box
(If Needed) Add Attachments
Click “Browse Files” Button under Attachments
Select File from the Computer
Click “Open”
Click “Save” Button