Adding and editing Document Templates

This article explains how to create standard document templates in Mercanis, to ensure the right documents are used in all your processes.

To create a document template, navigate to Settings > Configuration > Templates > Document Templates. Click on Add new document Template on the upper right to add a new template. 

In the appearing window, enter a Name and a Description. Make sure both are clear and consistent to help colleagues identify the correct template. Afterward, upload the respective document. 

Once you're done, add the document by clicking "Create document template".

Editing document templates can be done in a similar way by clicking the pencil icon on the right side of the document template. To delete a template, press the trash icon. 

Need additional help?

If you encounter any issues or need help with Mercanis, please submit a ticket for our support team or get in touch with your Customer Success Manager.