This section allows you to upload in the Template Library.

  1. Log in to the system.
  2. From the Modules menu, click Template Library.
  3. The Template Library page will display a list of templates that have already been uploaded to the system.
  4. To upload a new template, click Upload Template and select Upload Template from the drop-down menu.
  5. Fill in the template details as follows:
    • Template Name: Enter the name of the template. This field is optional. If you do not provide a name, the system will use the original file name.
    • Template Type: Select the appropriate template type from the drop-down list.
    • Template File: Click the file selection box. This will open your computer's file explorer, allowing you to locate and select the template you want to upload.

Note: The template must be in DOCX format.

  1. Click Upload Template to upload the document to the system.

Important Note on Template Parameters

When preparing a template, ensure that all required parameters/placeholders are maintained exactly as provided.

For example:

${Employer_Name} If the parameter is intended to appear as Employer, it should be entered in the template as:

${Employer_Name} ("Employer")

Do not change, remove, or alter the parameters, as the system uses them to automatically populate the relevant information when the template is used.