Prerequisites 

• If you haven't already, create a template within MergeUp Manager that will serve as the container for your template document: Creating a New Template
• Understand how the template document works with the template: Template Document Overview

Overview

Uploading a template document is the final step before you are ready to start merging personalized documents. Follow the steps below to upload your template document.

Steps

1. Access your target template by finding it in the MergeUp Manager application and clicking on its name, then proceed to the "Template Files" tab to manage associated files.

   

2. In the "Template Files" section, you will find an "Upload Files" option. You can either drag and drop your template document into this area or click the "Upload Files" button to select the file from your computer.

   

3. The first file is automatically activated upon upload. Subsequent files are manually activated by clicking the Activate button in the Actions column.
   

   

Next Steps

• Learn how to start merging documents with your uploaded templates: Merging Documents Overview