Add a Document Template to the Template Library

Updated 1 year ago by Celina Kwan

You can upload document templates to the Template Library in Maximizer to add them to your library.

  1. In the left navigation pane, click Administration, and select Template Library.

  1. Select the Document Templates tab.

  1. Click Add Template to add a new document template.

  1. Specify the details for the document template.

  • Specify a Name for the document template
  • In the Full Access and Read Access fields, select the users with access to the document template.
  • In the Description field, enter additional notes.
  1. Under Upload file, click Select files to select the document template to upload.

  1. Click OK to add the document template.

The document template is saved to the Template Library.


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