A Section is always required when building a new template.
Navigate to Menu > Practice Management > Template Management > Expand on 'Sections'
A user then has the option to create a new 'Folder' to sort Sections through Actions
OR, the user can add a new Section to an existing folder, select the Folder Name > Actions > New Section
When creating a new Section, you will notice that the system gives you the option to upload a document at the same time.
This allows the user to import an existing template or document into the System - this can be handy if you have already formatted a document outside of Client Manager, such as a letterhead document.