Rocket Matter Knowledge Base Document TemplatesHow to upload a document template.

How to upload a document template.

1. Navigate to 'Tools' in the left-hand navigation panel.

2. Select 'Document Templates'.

3. Click the green '+Add a Template'.

4. Click 'Choose File' to select a template to upload. Click 'Next'.

5. Name the template and click 'next'.

6. View Document Template:

7. Success! If all of the merge fields listed in green, than the document template was created successfully without any merge field errors.

8. Scroll down to the bottom right of the page and click 'Publish'.

9. You'll see your new document template listed.