Document Templates
Document Templates allow administrators to upload reusable file templates (e.g., Word documents, PDFs) that serve as starting points when users create new documents in the system. This ensures consistency across your organization’s documentation.
What You Can Do
Section titled “What You Can Do”- Upload new document templates with a name and description
- Download existing templates for review or offline editing
- Delete templates that are no longer needed
- View template metadata including file size and upload date
Accessing Document Templates
Section titled “Accessing Document Templates”- Navigate to Admin in the sidebar.
- Select the Document Templates tab.
Template List
Section titled “Template List”The main view displays a table of uploaded templates:
| Column | Description |
|---|---|
| Name | Template name |
| Description | What the template is used for |
| File Size | Size of the uploaded file |
| Upload Date | When the template was uploaded |
| Actions | Download, Delete |
Uploading a Template
Section titled “Uploading a Template”- Click Upload Template.
- Enter a Template Name (required).
- Enter an optional Description explaining the template’s purpose.
- Click the file input to select a file from your computer.
- Click Upload.
Supported File Formats
Section titled “Supported File Formats”The system accepts common document formats:
- Word documents (.docx, .doc)
- PDF files (.pdf)
- Other office formats
Downloading a Template
Section titled “Downloading a Template”Click the Download button on a template row to save a copy of the template file to your computer. The file downloads with its original filename.
Deleting a Template
Section titled “Deleting a Template”- Click the Delete button on the template row.
- A confirmation dialog appears asking you to confirm the deletion.
- Click Delete to permanently remove the template.
Permissions
Section titled “Permissions”| Action | Required Permission |
|---|---|
| View document templates | Admin role |
| Upload templates | Admin role |
| Download templates | Admin role |
| Delete templates | Admin role |