In order to create a new document template, perform the following actions:

• Click on the menu icon in the top-left corner of your account’s homepage to access your DASHBOARD.
• Access the DOCUMENT TEMPLATES section.
• Click on the + ADD NEW symbol located in the top right.
• In the window that is going to pop up on your screen, select the company to which this document template will be assigned from the drop-down menu.
• Click on CHOOSE FILE and upload the file you want to use as a default document template.
• Click on SAVE.
• In the window that is going to pop up on your screen, enter the TEMPLATE NAME in the appropriate field.
• Enter the users and/or groups of users to which you want to make the document template being created available in the appropriate field.
• In the SELECT CLASSIFICATIONS area, select a standard classification in order to link a metadata to the document template being created.
• Click on SAVE.
• The new document template is now available for authorised users, which will be able to select it while creating a new document by clicking on the + ADD NEW button in the main page of the platform.