SchemeFlow Help

How to Upload your Template ​

Upload a template to make it available in SchemeFlow.

Uploading changes to an existing template ​

  1. Open SchemeFlow. You should see the Home page by default. If not, click the back button in the top-left corner.

  2. Go to the Templates page.

    Templates page

  3. Make sure the Word document you want to save is currently open and the SchemeFlow sidebar is visible.

  4. Find the template you have made changes to, hover over it to reveal the ⋮ (three dots) menu, and click Upload new version. This saves the open document as a new version of that template.

    Three-dots menu with Upload new version

Uploading a new template ​

  1. Make sure the Word document you want to upload is open with the SchemeFlow sidebar visible.

  2. Go to the Templates page and click New.

  3. Give the template a Name (and, optionally, a default checklist), then click Create from document.

    New Template form

Notes ​

WARNING

Always confirm the correct document is open before saving or uploading a template. Editing or removing SchemeFlow tags or content controls may break template functionality.