Create a new template in Edoc

Question: -How to create the template under document Template in the Edoc module?

Answer:-To create the new template under document template in the Edoc module, here follow the below steps:-

Step1:-Go to the Setup->Document Templates--->Documents groups will appear here.

Step2:- Click on the ‘+’ icon here to add new template

And here we can create the template by filtering input values in doc builder.

Insert- to insert the values by selecting attributes (document, employee, companies)

Page layout-from page layout, to setup the page settings.

Header and footer-setup the header and footer settings

Watermark  -

Once the template is created, we can save the template by clicking on the save button on top.

After the pop-up window open, here we saved the details of the template.