How to edit a Company Document Template

1. Within the Contractor module, using the left-hand navigation panel, click ‘Configuration’.
2. Then click ‘Company Documents’.
3. This will take you to a list of your current company documents. To edit a company document, locate the one you wish to edit and click the pencil icon next to it.
4. This will open the document page, where you can begin editing the company document.
5. After making your changes, click the green save icon in the top right corner to save them.

This guide is to walk the reader through how to create a documentation template.