Here's how to set up your document for template creation:

1. Review the template selections to ensure that the data has been picked up from the right areas.

2. Confirm your document type by selecting the correct one from the grid. Note: the system may be able to pick this up automatically, so double check that it's correct. If the grid is empty, you will need to select your document type.

3. Select the supplier from the list and click  to confirm.
4. Click 'CREATE' to create your template.
5. If the system is having difficulty reading the data from the document correctly, try changing the vision version to the next available option down in the list before trying to create your template again.
6. If you are unsure of the supplier for this document, click 'CREATE WITH NO SUPPLIER'. Your document will go into the 'Supplier Required' tab in Alerts, waiting for supplier confirmation.
7. If the document is handwritten or poorly scanned, you can set it up manually by selecting your document type (if the system hasn't already picked it up), selecting your supplier, and clicking 'MANUAL'. This will bring you to the edit screen where you can manually enter the details for your document. When you're finished, click 'save'.