Welcome to our article on how to set up your templates in the Capium 365 module.
Navigation: Capium 365 > Manage > Templates
To create a new template, press the purple ' + Create Template '
You will then be presented with a screen that you can populate.
If you would like to add reminder settings, ensure to press the 'Reminder Settings' button.
Once you have selected your due date when sending out your documents, you'll be able to set up a reminder based on frequency using the drop down.
You can also name the Document and what kind of a request you are making. The two Request Types are 'Regular' and 'ReadOnly'.
