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Upload – PDF

November 1, 2016
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IconUsers with the privilege titled Mange Templates will have access to the Template option in the Setup menu.
  1. In Blueprint OMS, click the Setup menu on the main toolbar.
  2. Double click on the Templates menu item and select Forms/Correspondence.
  3. Click Upload.
  4. Locate the file and click Open.
  5. In the Add document dialog box, give the template a Title, select the correct Category, and optionally add a Description.
  6. Click Save.
Posted in: Template Tool
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