To insert document template in Document Request:

1. Login to your company’s Witty site.
2. Go to My Workplace > Requests.
3. Click the (+) New button and select Document request.

1. Fill out the form.

• Description with template options when you click the textarea
• Purpose/Reason - dropdown list of predefined reasons
• Title
• Add Card - select associated PMS Task
• Approvers and consensus user
• CC
• Attachment

To insert document template to the editor:

1. To insert document template, click Import doc to editor beside the image button.

1. Upload document template.

1. Click Save. The document template is imported in the editor.

1. Modify the contents in the editor.

Note: Import docs to the editor is also available in Card Document Request.

1. Click Submit.
2. Click the filter and choose the Document request .

1. The newly created document request is reflected in the list.
2. When approving a request, the approver and consensus users must open the document request.

Note: Document request cannot be updated.