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Studio for Office (SFO) – Upload Templates

Upload or Replace

After you have completed creating your document, you will need to Upload the template as a new template, or, if it is replacing an existing template, choose the Replace option.

Upload

    1. Click the Upload icon.
      • Title – give the template a Title
      • Description – add a Description (optional)
      • Destination – select a Template Library if you have multiple
    2. Click Upload. A green successful task pop up bar will display across the bottom of the pane.

This template will now be available in Documents | Document Templates | Office Templates in the Kurtosys App.

Replace

    1. Click the Replace icon.
      • Templates – use the dropdown arrow to select the template to replace
    1. Click Replace. A green successful task pop up bar will display across the bottom of the pane.

The replacement template will now be available in Documents | Document Templates | Office Templates in the Kurtosys App.