Templates: Using to create documents
Rachel Sharp
Last Update 4 months ago
Navigate to the Crew Member that you want to create a document for
Select the right Crew Profile
Click Files
You can choose from any of the templates you've previously saved in the Workspace or use a template that you've saved locally on your computer (see this guide)
Using a Template saved in the Workspace
You can choose from any of the available templates for that Crew Profile:
Using a Template saved locally
You can use a template saved locally by following these 2 simple steps
Click Generate file from custom template
Click the No file chosen box
The document library on your device will open up
Navigate to your saved Templates and click Open
Saving the populated document
If you save it to Crewdentials, it will default to not being available to the Crew Member. You can easily change this toggle once the document is saved
Simply name the file and click Save/Download
Adding a File to a Crew Profile
Within the Crew Profile attached to the Workflow, make sure you are in the Files section
Click upload a File and select the appropriate file from your document library, and use the toggle switch to make the file available to a Crew Member.
You can delete a file but you will also be deleting it from the Crew's own Profile!
