How to add a new Document Template?

Step 1: Locate “Database” on the main menu

Step 2: Navigate to “Documents”. 

Step 3: Select “Document Templates”. Click “Add” on the top right corner

Step 4:  Select the document type.

Step 5: Add the name, Template ID, and State and fill up the necessary fields on the page

Note: You can select multiple states for a single document template

Step 6: Scroll down and select your Finance Type.

Step 7: Click “Save” to save your document template.

Note: When you select the document type as “IC/InterConnection”, you will need to fill out the details of the utility and set the system size condition for the document template.