Adding Templates
Add your standard templates (procedures, forms, checklists, workpapers etc) into the Templates area.
While on the Templates tab - Drag and drop your template into the main templates display/search screen (when you have dragged the file onto the right area you will see a message that says drop your file here to start upload).
Complete the information for this template - Title, Description and Filter if needed - however a template can be added without being assigned to a filter.
Click Save to add the template.
