Reset Search
 

 

Article

CIS - Family Docs - Adding a New Template

« Go Back

Information

 
Article Content
                                                          Adding a New Template to Family Docs                                                              

We provide you with various state forms in Family Docs, However we understand that you may have your own forms that you would like to populate the program with, as well.

To Insert your templates into Family Docs:

1. You will need to locate your Templates Folder on your Machine (Our Default Location is C:\Easy Soft Data\CIS Templates)
2. Locate the document you wish to add (You will need your document in .rtf or.doc format)
3. Copy and Paste the File into the CIS Templates Folder


                                  COPY                                                 
User-added image

                                  PASTE
User-added image

4. Go back to your Family Docs Tab, and click REFRESH
You will now see your document listed under User Templates
User-added image
You can now Edit or Insert Fields into your document



Easy Soft  ©  2014-2016
Last Modified Date9/21/2018 7:49 AM

Feedback

 

Was this article helpful?


   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255