Where do I store documents / templates?

Creating documents

Navigate to the menu item Property and select the tab Documents.

Here you can see all the documents that have already been stored and you can add a new document template using the "Add document" button.

In the next step, you just need to click on "Select file" to upload your desired file.

Please choose the type of your template from the dropdown menu.

Then the corresponding mask opens. File name and document category are taken over and the following fields are mandatory fields:

Once you have filled in everything, the "Save" button will be unlocked.

If you have any questions about creating the text in the template, please contact our customice team:

support@customice.de