Setting Up Your File Templates

Share supporting documents, user guides, templates and files with colleagues, clients and suppliers through both the client interface and through the Templates> File templates screen. (Clients will see these in the Document Templates screen within the Client Interface - > Ordering screen). 

To Access the screen to upload and manage your File Templates head to Settings>File Templates.

Creating Folders

To add new folders for files to be placed in, click the Add New Folder button. Enter your folder name and click Save.

Uploading a File

To Upload a new file:

• Click Choose file and select the file from your computer that you want to upload.
• Select a folder or create a New Folder to upload the file into. 
• click Add file to upload and save the file.

Give users access to the file

Once uploaded you will need to define who can access the file. This can be done by organisation, department or section.

• Next to the document click on Manage access.
• A new table will open where you can select which organisation or team can access the file.
• There are also bulk editing options to include all supplier or client companies. 
• Select who you would like to add from the drop down list and click Add. That file will now be visible to them when they go to the Document templates tab in the client interface and the Templates> File Templates screen (this is the only way this will be visible to suppliers/other Key Users if no access to the Catalogue).