Group document templates in a list for creating and linking documents to a target record

Group document templates in a list to enable all the template documents in the list to automatically be created and linked to the target record when the list is referenced.

Avant de commencer

Role required: platform_document_management_admin

Procédure

1. Navigate to Documents > Documents > Lists.
2. Select New.
3. Provide a name and description of the list.
4. Select Submit.

Que faire ensuite

Create a document template

Tâches associées

• Add a document template to a document list