Detail Report Templates - Upload Instructions

1. Log in to Sage Construction Management as an Admin.
2. Click Settings (Gear Icon).
3. Click Templates and Reports | Detail Report Templates.
4. Click the 'Upload' button.
5. Select the Sage Construction Management Feature for the Report Template.
6. Enter a name. This is required since there can be multiple templates for any given feature.
   Note 1: When uploading a template, the name can contain a ":" to indicate that the preceding part will be used as the name of the file when printing. For example, template names such as "PO:Materials Only" and "PO:Rental Equipment Only" will both have "PO" as the name of the printed file.
   Note 2: The file name can not have any punctuation marks.
   Note 3: The file extension must be *.doc or *.dot format.
7. Click the Browse button to select the Word Template file.
8. Click the Upload button.