Upload word template in the system - V7.3.3
1. Login to ResearchWise Web Apps -> ResearchFlowSysAdmin and click on ‘Report Type’ option to select a report type.
2. For example, select report type name ‘Company Short Note’ and check the ‘research category description’.
3. Then Go to ‘Research Types’ and select the research type which we have checked in Research categories. Check where it is mapped, this report type Company Short Note is mapped to Company Report it means it is company type report.
4. Go to ‘Instrument mapping’ select the report.
5. Select the forecast source (i.e., Live) on which you want to add the Template, select view by instrument, search for the instrument you want to map the template with and click on add new.
6. Now browse the template and add it. Once done click on Save and close.
7. Now our new word template is mapped to the instrument on both Draft and Live Source.
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