How to upload a Document Template.
1. Select 'Tools' from the left-hand navigation panel.
2. Select 'Document Templates'.
3. Click '+Add a Template'.
4. Click 'Choose File' to select a template to upload. Then, click 'Next'.
5. Name the template and click 'Next'.
6. View Document Template:
If all of the Merge Fields are listed in green, then the Document Template was created successfully without any merge field errors.