Add a document template to a document list

Add a template document to a document list that groups document templates for creating and linking to a parent record.

Before you begin

Role required: platform_document_management_admin

About this task

Note:

Only document templates can be linked to a list.

Procedure

1. Navigate to Documents > Documents > List Entries.
2. Select New.
3. On the form, fill in the fields.

   Table 1. List entry fields

   Field	Description
   Document	Name of the document template.
   Document List	Name of the list.
   Description	A brief description about the document list entry.

4. Click Submit.