Steps:

1. Log into the system
2.  On the main dashboard, locate “Case Management” module.
3. Within Case Management, click on “Document Administration,” then select “Corporate Document Manager” from the dropdown menu.
4. A list of all document templates added in the system will be displayed.
5. To add a new document template, click on the “Add Document” button (in Green)
6. Fill in the details on the popup form i.e. Document name and document to upload
7. Once done click “Save” to add and save the template in the system.