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Upload a Doc Templates

Efficient Document Management with FLK it over Templates

Kat Cairns avatar
Written by Kat Cairns
Updated over a year ago

Templates are a valuable tool for managing frequently used documents, streamlining processes, saving time, and maintaining consistency across your team. FLK it over provides the flexibility to create your own templates.

Accessing Templates:

  1. Click the main menu on the left (the three horizontal lines).

  2. Select ‘Templates.’

  3. Select ‘Upload a Doc.’

  4. If you have previously used documents, they will be listed here as a template. If you have a template already created, you can view, edit, clone, or delete your templates.

  5. To create a new template, click ‘Add Template.’

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

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