Add/Edit eDocument Templates

Modified on Tue, 5 Aug at 4:42 PM

The Add/Edit eDocument Template’s function allows an Agency/Admin to load documents in their LCPtracker database that contractors can download, fill out and upload back to an eDocument type. These could be common forms to be filled out, standard instructions to contractors or any document that you require to be used by the contractor/subcontractor.

To Add/Create an eDocument Template:

Set Up >> Add/Edit eDocument Templates
Enter a New Template Name
Choose what group of Projects or Departments you would like this template available to (able to select a single project / department or click “Check All” to make available to all projects/departments.
Browse for your appropriate file on your computer
Select the Update button to create

To Edit/Delete an Existing Template:

Set Up >> Add/Edit eDocument Templates
Select Template Name from drop down menu
Choose field you wish to edit (Name, Projects / Departments, or file – browse for template needing to update)
Select the Update button or Delete if desired