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Automation Hub User Guide
Last updated Oct 18, 2024
Documentation
To set up and manage the documentation templates you can use the provided default templates or you can import customized ones.
To upload a new template click Import New Template. The Import New Template form is displayed.
Upload the template, add a relevant title, and select the document type.
Note:
- The following formats are accepted for the imported templates: doc, .docx, .xls, .xlsx, .ppt, .pptx, .pdf.
- For the uploaded templates to be visible in the Idea Profile > Documentation tab > Automation Templates, set them as default in the Import New Template form.
To delete a template, select the three-doted menu of the desired template, and select Delete. Only imported templates can be deleted.
