Template Setup

Template Setup

To create a new template in Cirrus Shield, go to setup section and click on “Templates” tab:

https://i1.wp.com/help.cirrus-shield.com/wp-content/uploads/2019/03/Templates-Tab.png?resize=241%2C712&ssl=1

Then click on the new button:

https://i1.wp.com/help.cirrus-shield.com/wp-content/uploads/2019/03/New-button.png?resize=416%2C129&ssl=1

Fill the template info and upload the template word document (only files of type ".docx" are allowed):

https://i2.wp.com/help.cirrus-shield.com/wp-content/uploads/2019/03/docx.png?resize=835%2C206&ssl=1

You can also download the template file (by clicking on the file name) in order to modify it and then upload it again.

https://i2.wp.com/help.cirrus-shield.com/wp-content/uploads/2019/03/download-file.png?resize=835%2C421&ssl=1
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