Adding Document Templates to a Document Set

Overview of Document Sets

• Document Sets are groupings of either commercial or contract document templates that are supplemental to a Bond Configurations' already assigned document templates. This documentation covers how to create, edit, and inactivate these groupings.

• Document Templates can only be added to Document Sets added to the Assigned Documents type.

Adding a Document Template to a Document Set

• Select Reference Tables/Templates/Document Sets.

• Select the Document Templates link at the bottom left of the screen.

• Make your document selections.

• Click the Add New Item Button to add the selected document to the list.

• Click the Submit button to save changes.

• Click the Back to List to return to the previous screen or to cancel changes.

Deleting a Document Template from a Document Set

• Select the Delete link beside the document name to delete it.

• You will be prompted to confirm or cancel your action.

• Attempting to remove a Document Template from the list before saving that Document Template to the list will cause errors and require a page refresh.