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

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 1분

    • 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.

    시작하기 전에

    Role required: platform_document_management_admin

    프로시저

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

    다음에 수행할 작업

    Create a document template