- Request the current document-template package from support.
- Have your administrator place the templates in the approved company shared folder.
- Open System Settings → Documents and check the configured document paths.
- On each workstation, copy the configured path into File Explorer. Confirm the folder opens and the required templates are present.
- Verify authorized users can create and save the documents required for their roles, then test with a non-sensitive sample document.
Cloud-synchronized folders
Before using Dropbox or another sync service, ask support to confirm that the path layout, permissions, and synchronization behavior fit your current installation. Do not make tenant or owner documents publicly accessible.