Customizing The Document Template

This article describes how to customize a document template within Compliance Manager. You can customize your document template by adding custom fields, re-arranging existing fields, and designating fields as required or optional. These customization options allow your organization to tailor templates to specific compliance, operational, or documentation needs.

Follow these steps to customize the Document Template:

1. Navigate to Admin  Template Library and select Document from the left menu. The Uploded Document Template page will appear. 
2. Click the pencil icon next to the template name to rename or update the title.
3. The section below displays existing form fields that are available for user input.
4. To add a new field, click Add Field on the right side of the panel. The Add Fields window will appear.
   • Choose the desired Field Type from the drop-down and select the required fields you want to add.
   • Click Save to add the selected field. The added field will be listed at the bottom of the section.
   • Users can also reorder field sequences as needed.
5. Configure the field details such as number input, data, dropdown selections, checkboxes, rich text fields, and more.
6. Fields marked with a lock icon are system-defined and cannot be edited or removed.
7. Once you’ve made the desired updates, click Save to apply your changes.
8. Click Cancel to discard any unsaved modifications.

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