Document Templates can be organised into groups to make it easier to find the one you’re looking for. For example, all Quote Templates may be grouped together within the Sales Document Group. 

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Document Groups, click on the cog icon in the bottom left-hand corner.

Step 2: Navigate to Email & Documents in Settings

Once within the Settings Centre, navigate to the Email & Documents page and scroll down until you reach the Document Template Groups configure option.

Step 3: Add New Document Group

By selecting the 'Click to Configure' link, the Configure Document Group window will open. Here, any pre-existing Document Groups will be listed. To add a new one, simply click on the plus icon in the top right-hand corner. 

Step 4: Add Document Group Details

Simply give the new Document Template Group a name and click 'Create'. Your new Document Template Group will then be available for selection when creating new Templates and for your CRM users to use!

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