Rocket Matter Knowledge Base Document TemplatesHow to upload a Document Template.

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.

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

Your new Document Template will be listed with the others: