New document templates can be added to WorkGuru from the Add Document Template button on the top right of the document template dashboard. You will need to have created you document using and saved it as a Microsoft Word .docx file first. You can edit an example template, or create your own from scratch using our mergefield library. Ensure that your document templates meet the requirements to print correctly.Add the document template file by completing the following:
- Template Name - Give the template a descriptive name so it can be identified easily when printing/emailing documents
- Document Type - Select the correct document type which matches your .docx template. Note - It is important to select the correct document type that matches the merge fields in the .docx template. A quote .docx will not work if it is assigned as an Invoice etc.
- Select files - Select the .docx template file from the finder to upload to WorkGuru when you save the template.
Select Save Template to upload file which will then be available to print from the relevant documents on display in the document template library.