Overview

Document templates gives you the option to organize document templates into folders. Unlike Blank templates, the Document templates could be configured with appropriate user permissions.

Creating organized structure

To create a new folder:

1. Click DocuNote to access Backstage panel and click Templates*.*

2. Navigate to the Document templates.

3. Do one of the following:

   • On the ribbon bar, click the New folder;
   • In the navigation tree on the left, right-click on the Document templates and select Create>Folder.

   

4. Provide the folder with a Name.

5. When done, click OK*.*

Uploading templates

To upload a template to Document template subfolder: