How to upload a custom RDD template
SS

Support Staff

Created Jun 02, 2023

How to upload a custom RDD template

This tutorial describes the steps required to upload a customised form template from the report designer

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1

Click on Setup

Click on Setup
2

Click on Documents

Click on Documents
3

Click on Manage Templates

This step is required if you already have a custom template and wish to replace it with another version. Find that template here and delete it before uploading the new version.

Click on Manage Templates
4

Navigate to Documents

Navigate to Documents
5

Click on New Template

Click on New Template
6

Type and select the name of the template you wish to overwrite

Type and select the name of the template you wish to overwrite
7

Navigate to where you saved your new RDD file and uploaded it

Navigate to where you saved your new RDD file and uploaded it
8

Click on Create and you are done.

Click on Create and you are done.
Well done!
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