Document layouts can be exported and imported from your Current RMS system as
If you use our document layout modification service, the team here will send your amended documents as
.txt files for you to upload. We may also ask you to send customized documents to us if you’d like additional changes.
Upload document layouts
Go to System Setup > Document layouts and hit the green upload document button. Use the Choose file button to browse for the
.txt file on your device.
On the next screen, review the settings for your document layout and hit the blue Create button when done.
Export document layouts
Head to System Setup > Document Layouts, find the layout you’d like to export in the list, then choose Export from the menu at the right.
.txt file should automatically be downloaded.
Having trouble saving documents?
Depending on your browser,
.txt files might automatically open, like below:
In these cases, hit back and instead right-click (or
ctrl + click on a Mac) on the file and choose Save link as or something similar from the menu.
We’re here to help
Having trouble? Start a conversation with us using the green help bubble and we’ll be happy to help ↘️