Document templates overview

The Document Templates overview screen allows you to manage document templates in ReflexBlue. Through this screen, you can view the available document templates and add, modify, or delete document templates.

To open the Document Templates overview screen, you can use the following methods:

• Open the menu in ReflexBlue using the shortcut Ctrl+~ and select the option Manage > Relations > Document Templates, or click this link to open the Document Templates overview screen.

Adding a document template

Follow the steps below to add a document template:

1. First, select a category in the Document Templates overview screen under which you want to add a document template.
2. Select Add in the toolbar to add a new document template. A detail screen will open where you can enter the details of the document template.
3. Select File name to specify a document. A new selection screen will open.
4. Navigate to the location where the document is stored and select the document.
5. Fill in all the required fields.
6. Select Save to save the document template.