Creating document templates

  1. Select Benefits > Set Up > Templates > Document Templates.
  2. Select the appropriate tab.
  3. 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.
  4. Click Save.