Creating Organizational Document Templates

Only Document Template Administrators can create organizational document templates. 

1. In the top-right of the application, click Templates > Document Templates.
   The Document Templates screen appears.
2. Click the Organizational tab.
   
3. Click Add Organizational.
   The Add Document Template window appears.
   
4. Select a file for the template, and enter information in the required fields.
5. Click Add Template.
   The document template appears on the Document Templates screen.