How to Edit and Manage Your Document Templates in FastDoc

Introduction

Managing document templates in FastDoc is essential for creating customized documents that meet your specific needs. Whether you want to edit an existing template or upload a new one, this guide will walk you through the process step-by-step.

Problem Statement

Users often face challenges when trying to edit uploaded templates or set a default template for document generation. This can lead to confusion and frustration, especially if the templates do not display correctly or if the desired formatting is not applied during document creation.

Step-by-Step Guide

Follow these steps to edit and manage your document templates in FastDoc:

Step 1: Access the Template Feature

1. Log in to your FastDoc account.
2. Navigate to the template section from the main dashboard.

Step 2: Preview and Edit an Uploaded Template

1. Locate the template you wish to edit from the list of uploaded templates.
2. Click on the "Preview" button to see how the template will look when used.
3. If you need to make changes, select the "Edit" option.
4. Modify the headings and content as needed to fit your document structure.
5. Save your changes once you are satisfied with the edits.

Step 3: Set a Default Template

1. To set a template as default, find the template you want to use.
2. Click on the "Set as Default" option. Note that only one default template can be set at a time.
3. If you set a new default template, the previous one will automatically be replaced.

Step 4: Upload a New Template

1. Click on the "Upload Template" button.
2. Choose a .pdf or Word file (maximum size of 5 MB) from your device.
3. During the upload process, you can mark the template as default if desired.
4. Ensure that each template has a unique name to avoid confusion.

Step 5: Delete a Template

1. If you need to remove a template, locate it in your list.
2. Click on the "Delete" option next to the template.
3. Remember, you cannot delete the FastDoc default templates, but you can delete any custom templates you have uploaded.

Tips or FAQs

• What if my template doesn’t appear after uploading?
  Ensure that the file format is correct (.pdf or Word) and that it does not exceed the size limit. If issues persist, try refreshing the page.

• Can I have multiple templates for the same document type?
  Yes, you can upload up to five templates per document type, but each must have a unique name.

• What happens if I delete a template that is currently in use?
  The system will automatically revert to the FastDoc default template for that document type.

Call to Action or Next Steps

If you encounter any issues while managing your templates or need further assistance, please reach out to our support team or consult the FastDoc help center for additional resources. Happy document creating!