Upload – PDF
November 1, 2016
|
Users with the privilege titled Manage Templates will have access to the Template option in the Setup menu.
- In Blueprint OMS, click the Setup menu on the main toolbar.
- Double click on the Templates menu item and select Forms/Correspondence.
- Click Upload.
- Locate the file and click Open.
- In the Add document dialog box, give the template a Title, select the correct Category, and optionally add a Description.
- Click Save.
Posted in: Template Tool
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