Document Templates

Key Concept

This feature allows you to search for existing document templates, easily upload or create one of your own, or delete.  You can also designate which program(s) and location(s) each document will be associated with. This is a topic with a lot of options and considerations before proceeding, please read the attached articles to get a full picture of what document templates can do.


 

Document List

 

The Title Search uses a ranked match system to help find the correct template quickly and easily. As you type in the field, it will rank matches by; starting with the same letters, containing the word, containing the same letters, and finally, it sounds similar.

If a Program or Location is used, it will filter to it exactly, but when used with a Title Search, it will show all the templates that are for that program/location first, but will also show ones for all programs and locations as well (since they can be used too).

Click here for step-by-step instructions on how to access and submit your documents.


Additional Resources


 

Written By Amanda Griffin (Super Administrator)

Updated at November 16th, 2023

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