First, make sure you have a template ready. Go to your DocuGen view, click on the Settings tab, then click on the Document format sub-tab, then click on “Select template”:
Pick a template from your computer. That’s it! The next time you generate a document from this view, DocuGen will use this template.
Please note these important considerations related to templates.
Are you having trouble uploading your templates to DocuGen?
Some browsers and/or operating systems may sometimes prevent DocuGen from uploading the templates. (You may see an error message that the file type is incorrect, or something similar.) The workaround is to attempt to upload the template using another browser or from another laptop/desktop.
If you're still facing issues uploading templates, contact us on email@example.com and include a copy of your template and the DocuGen view ID. We will upload the template for you from the backend of DocuGen. You can get the view ID by going to the DocuGen view and copying the long number following '/views/' in the URL: