You have created a template, and you want to gain control and provide your operational teams with an up-to-date document?
Nothing could be easier!
To do this, go to the "Templates" tab in the left-hand menu, enter the template to which you wish to add a document and then click on "Upload a document" in the middle of the page.
Choose a Word document in .docx format, select the language of the document, and confirm the import by clicking on "Create document".
It is possible that the formatting of your template is a bit modified during the import, take a few minutes to put it back in shape.
Remember to save when you are done by clicking on the "Publish Template" button at the top right of the page.
You can add multiple translations of the document, to allow everyone to choose a different language version if needed for the project. The existing versions are displayed at the top of the document.
This document can be used by anyone in your company when creating new projects.
The perfect way to ensure that everyone is using a document that is up-to-date and approved by you ✅