Creating document templates
- Select Benefits > Set Up > Templates > Document Templates.
- Select the appropriate tab.
-
Click Create, and specify
this information:
- Document Template
- Specify a code for the template.
- Description
- Specify a description for the template.
- Preferred Document Language
- Specify the preferred document language.
- Active
- The Active check box is selected by default. Clear the check box to inactivate.
- Template File
- Browse to attach a template file.
- Click Save.