> ## Documentation Index
> Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to upload a modified or custom template to ServiceM8

> Learn how to upload a modified or custom template to ServiceM8 in ServiceM8.

You may have a custom template or you may have modified an existing template, and now you want to upload it to ServiceM8.

**TIP**: Uploading a template immediately makes it your current template. If you are updating a custom template, be sure to back up your previous design before replacing it.

**To upload a template:**

1. From the Online Dashboard, click **Settings**.

[<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-341-medium-94055a33-1e9f-463a-9583-7d4485bdc544.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=1fad84bcb162e660da646bfc8b72365d" alt="go to Settings" width="855" height="145" data-path="images/004-558-341-medium-94055a33-1e9f-463a-9583-7d4485bdc544.png" />](/images/004-558-341-94055a33-1e9f-463a-9583-7d4485bdc544.png)

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-343-c1ab4706-d276-47f4-a11a-3f08fdfad2bf.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=dea3bfc3a15edc243d56da1677098db5" alt="blank" width="352" height="23" data-path="images/004-558-343-c1ab4706-d276-47f4-a11a-3f08fdfad2bf.png" />

1. Click **Document Templates**.

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-345-a781cb3f-3b0e-4e3b-879d-8cd6e92f479a.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=ab74ed4f6283c802c292d2769af2cf62" alt="document templates" width="127" height="139" data-path="images/004-558-345-a781cb3f-3b0e-4e3b-879d-8cd6e92f479a.png" />

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-346-190b807b-91c8-4bcb-bffe-9c06d4de8bc1.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=39bf1c22a7cb4b82ceebb3e516dc59b3" alt="blank" width="352" height="23" data-path="images/004-558-346-190b807b-91c8-4bcb-bffe-9c06d4de8bc1.png" />

1. From the Templates pane on the left, select the type of document you are uploading (for example, **Invoice** or **Quote**).

<img src="https://mintcdn.com/servicem8/V8wptN_5RIFAwX0r/images/004-572-304-7742b27d-0ea2-40fe-809a-7b424b573a86.png?fit=max&auto=format&n=V8wptN_5RIFAwX0r&q=85&s=b4db2e36f66b9909dca3ca0f5a6b3b9f" alt="selecting invoice or quote" width="225" height="115" data-path="images/004-572-304-7742b27d-0ea2-40fe-809a-7b424b573a86.png" />

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-350-1adab3e4-63f5-4cc8-b943-7fa321a725da.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=3cee61626eba91f09601c0a03e34f112" alt="blank" width="352" height="23" data-path="images/004-558-350-1adab3e4-63f5-4cc8-b943-7fa321a725da.png" />

1. From the Help pane on the right, click **Upload Custom Invoice Template** (or **Upload Custom Quote Template**, depending on your type of document).

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-352-49338ddb-2092-41e1-92e6-0fa9b78d64a2.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=6b0eedeec1b45e0b88e1bdb3cc759791" alt="upload custom invoice template" width="240" height="320" data-path="images/004-558-352-49338ddb-2092-41e1-92e6-0fa9b78d64a2.png" />

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-354-bfd91f2e-643b-4963-af5b-edab2750f136.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=4b83ea86ffe6b4afc775c4ff5cc1ef21" alt="blank" width="352" height="23" data-path="images/004-558-354-bfd91f2e-643b-4963-af5b-edab2750f136.png" />

**TIP**: If the **Upload Custom Invoice Template** button is not visible, in the same section, download the current template by clicking **click here**. Then refresh your page and the **Upload Custom Invoice Template** button will appear.

<img src="https://mintcdn.com/servicem8/xgODlW0gJJ2nmyKL/images/004-558-356-8062010b-a94f-44de-85b1-02287d9b0fb9.png?fit=max&auto=format&n=xgODlW0gJJ2nmyKL&q=85&s=d9133f1b6966ef0e03530a4327d21cfa" alt="upload custom invoice template" width="240" height="264" data-path="images/004-558-356-8062010b-a94f-44de-85b1-02287d9b0fb9.png" />

<img src="https://mintcdn.com/servicem8/V8wptN_5RIFAwX0r/images/004-558-358-56f4cfbb-6443-4e46-b00f-031280287f53.png?fit=max&auto=format&n=V8wptN_5RIFAwX0r&q=85&s=613a29b528616263422d85339b7f9a70" alt="blank" width="352" height="23" data-path="images/004-558-358-56f4cfbb-6443-4e46-b00f-031280287f53.png" />

1. Click **Select** and find the template you want to upload.

2. Click **Attach**.

<img src="https://mintcdn.com/servicem8/V8wptN_5RIFAwX0r/images/004-558-360-7b06a67c-9c0b-423b-8575-29e98e784529.png?fit=max&auto=format&n=V8wptN_5RIFAwX0r&q=85&s=5749740c27e210b802261325a6ff4b26" alt="attaching custom templates" width="370" height="142" data-path="images/004-558-360-7b06a67c-9c0b-423b-8575-29e98e784529.png" />

<img src="https://mintcdn.com/servicem8/V8wptN_5RIFAwX0r/images/004-558-362-4ca49e47-0a88-4bf2-a24e-4e4c60f7902d.png?fit=max&auto=format&n=V8wptN_5RIFAwX0r&q=85&s=fe839721dcbb8c39a23974a99e488dc1" alt="blank" width="352" height="23" data-path="images/004-558-362-4ca49e47-0a88-4bf2-a24e-4e4c60f7902d.png" />

Your uploaded template will display as your current template.