Step 2. Upload document

1. Log in the Druid ChatBot Portal, select the bot and solution.
2. On the main menu, click Documents. The list of documents templates appears.
3. At the top-right corner of the page, click the CreateNewTemplate button. The CreateOrUpdateNewDocumentTemplateMetadata page appears.
4. Enter a Name and Category for the file to upload.
5. Browse for the desired document template (either Word or Excel) and select it.



6. Click Save. You can now add the integration task for generating documents using your template.