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Assign a template to a document assembly book.
To assign a template to a document assembly book (this is a one time process only):
| (1) | Click the Document Assembly icon (third from the left) |
| (2) | Click the <Settings> button to display the settings screen. |
| (3) | Note the ‘Templates’ tab at the right half of the Settings screen. (See Figure 1.) Type the template name, or navigate to the specific template in the appropriate box. |

The Document Assembly Settings Screen. Template tab visible.
You can create a new template and attach it to one of your books in a single step. Click here for the process.
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