Creating a new document using a pre-built template is easy and straightforward in Documerge. First step is create a new document by following instructions on Add New Document. Once modal shows up select Upload pre-built Template:
Both fields Document Name and File are required fields. File types Documerge currently supports are Word (docx), Excel (xlsx or xls) and Fillable PDF and maximum size of 25MB.
Once you fill all the required fields you will be redirected to Document’s Settings Tab.
Here you can add main document settings for newly uploaded document. For more info please check Document Settings Tab.