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.

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Notes:

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 view the video version of this process please access Video Tutorials section > Admin Console > Manage the Documentation Templates.