upload button:

Once you have created and saved your new template, you can import a Docx file to use as a base. If you have a MS Word document contract you would like to use as the base for the Template, you can select the upload button that is located at the top of the Template Settings screen where you will be guided to choose a Docx file from a local folder on your computer.

It is important that you do not import a “.doc” version of the document as these older files are not compatible with the system.

Once you have imported the Docx document, it will render in the “Document” tab in the left-hand bar of the Template Settings page.

Did this answer your question?