Templates

This page serves as a document repository.

To reach this page

1. Go to the Portfolio level of the app by clicking the MetLife logo.

2. Click the Templates tab.

Add a template

Click the Add New button. That’s no surprise, is it?

On the ensuing page,

1. Enter the document type, title and description.

2. Click Choose File to select a file from your drive.

3. Click Update.

Work with the documents

To download the file, click View.

To view/edit the details for a document, click its file name.