I am attempting to upload a custom document (to take advantage of the new merge document capabilities). The instructions say "Upload your template" - however, I cannot locate any button or portal in the manage templates section that would allow me to do so.

Can you point me to the correct place?

1 Answer 1


You should be able to upload your document by pressing the Upload button in your Manage Document Templates menu:

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If you cannot see this button, for whatever reason, I would recommend submitting a support ticket: https://www.cognitoforms.com/supportrequest/

  • You have to press Customize and then download the original template or cancel the download. Then the Upload button appears. May 31, 2016 at 12:25

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