Upload detail report templates

1. Log in to Sage Construction Management as an Admin.

2. Go to Settings () > Templates & Reports > Detail Report Templates.

3. Select Upload.
4. Select the appropriate Feature for the report template.
5. Enter a name.

   Punctuation marks are not allowed in the file name.

   This field is required since there can be multiple templates for a given feature.

   When uploading a template, you can include a colon (:) in the name. The part before the colon will be used as the file name when printing. For example, templates named PO:Materials Only and PO:Rental Equipment Only will both have PO as the printed file name.
6. Select Choose File to find the Word template file.
   The file must have a *.doc or *.dot extension. Sage Construction Management does not support files in *.docx or *.dotx formats.
7. Select Upload.