EPIC: Template - Not Working in Microsoft Office

When an EPIC Template isn't processing correctly in its respective view application please complete the following steps starting from the HOME tab:

1. Select "Configure"
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2. Click "Attachment"
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3. Scroll down and select "Templates"
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4. Find and select the Template in question in the list that populates to the right:
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5. In the "Actions" dropdown menu above select the "Edit Template" option.
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6. Upon selecting this option Epic should will run a Software Update.
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7. When the document loads select "Enable content" in the yellow banner at the top.
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The user should now be able to use the document through their normal process: Agency Request Form example below.

• New > Attachments > Document > (Window Populates) > Select "Financial Services Servicing" on the Template Folder> Agency Invoice Request for the Template > OK