How to create document templates

Steps on how to create a document template

Published on:

Do not index
Do not index

Templates are a great way to even further accelerate the process of filling out your COCs.

notion image

How does it work?

You can apply templates during document creation
 
 
 
 
notion image
1️⃣ Navigate to the document (within a job) you've previously filled and want to use as a base for the template
2️⃣ Click the little star icon
 
notion image
3️⃣ It will now show under SettingsTemplates
You can manage all your templates here
 
The steps above not working?
Contact us at:
support@ew.energy