Documentation

To set up and manage the documentation templates you can use the provided default templates or you can import customized ones.

To upload a new template click Import New Template. The Import New Template form is displayed.

Upload the template, add a relevant title, and select the document type.

Note:

• The following formats are accepted for the imported templates: doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf.
• For the uploaded templates to be visible in the Idea Profile > Documentation tab > Automation Templates, set them as default in the Import New Template form.

To delete a template, select the three-doted menu of the desired template, and select Delete. Only imported templates can be deleted.