Template documents are files that are uploaded in FBO One. They are used to contain the logo's displayed on the screen, and also to contain excel files that are used as templates for reports.
You can upload a new file for a template document, by clicking 'select' at the applicable record, and then giving the 'Update' command. To download a template file, select the template and click 'Download'.
The Edit command is used to change the title and file name of the template document.
How to create a report template
How to configure company logo's on reports and on screen
How to change an Excel report template