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Upload a Doc Templates

Efficient Document Management with FLK it over Templates

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Written by Shivaun Hanlon

Managing Upload a Doc Templates

Templates help you save time, maintain consistency, and streamline your document workflows by allowing you to reuse frequently sent documents.

With FLK it over, you can create and manage your own Upload a Doc templates, making it easy to prepare documents for signing or acknowledgement without starting from scratch each time.

Accessing Your Templates

To view and manage your templates:

  1. Click the Menu icon (☰) in the left-hand navigation.

  2. Select Templates.

  3. Click Upload a Doc.

Any previously created templates will be displayed here.

Managing Existing Templates

From the Templates page, you can:

  • View template details

  • Edit existing templates

  • Clone templates to create variations

  • Delete templates you no longer need

Using templates ensures your team follows consistent processes and reduces the time spent preparing documents.

Creating a New Template

To create a new template:

  1. Navigate to Templates > Upload a Doc.

  2. Click Add Template.

  3. Upload your document.

  4. Add any required fields, placeholders, introductory text, or acknowledgement statements.

  5. Save the template for future use.

Once saved, the template can be selected whenever you create a new Upload a Doc request.

Using your own PDF with a template

When you select a template while creating an Upload a Doc, you can choose which PDF to use:

  1. Create a new Upload a Doc and enter a Document title.

  2. Select your template from Document Template.

  3. Under Which PDF?, choose one of:

    • Use the existing PDF: uses the PDF saved on the template.

    • Upload my own PDF: swaps in your own file, such as a contract an agent has already filled out by hand.

  4. Click Start.

Everything else from the template is kept. All the placeholders, fields and configuration stay exactly where they are, and only the PDF underneath is swapped out. Your filled-in document arrives ready to send, with the signature and data fields already in place.

If your template has more than one document, only the first PDF is replaced. FLK it over tells you which one, by name, before you continue. Any other documents on the template, such as a regulatory document or marketing brochure, stay untouched.

Why Use Templates?

Templates can help you:

  • Reduce repetitive data entry

  • Standardise documents across your team

  • Speed up document preparation

  • Ensure important acknowledgements and signing requirements are always included

  • Create a more consistent experience for recipients

Watch the Video Tutorial

The video below will guide you through creating and managing your first Upload a Doc template.


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Note: You will need to be a Principal or an Admin user to create templates.

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