First, make sure you have a template ready.
| ⚠️ Are you having trouble uploading your templates to DocuGen? Check this article for solutions. |
Before you upload your template, please note these important considerations.
If you're using a DocuGen item view...
Click on Settings > Template, then click on "Upload template":
If you're using a DocuGen board view...
Click on the Setup tab, then go to Settings > Template, then click on “Upload template”:
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