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Adding a System Template to X-docs - Knowledgebase / X-Docs - Life Science

Adding a System Template to X-docs

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Adding a System Template to X-docs.

A System Template is a template that the customer can upload that is the template of the documents you create.

1. Firstly upload a Template that you would like to use.

2. Once this has been uploaded, you can add the content types that you want to associate the template with. To do this go to Edit Properties and choose the documents by highlighting and pressing the forward arrow. You can then take this Template through a Workflow if required once this has been made effective it will be available to be used.

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