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

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • 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.

    Before you begin

    Role required: platform_document_management_admin

    Procedure

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

    What to do next

    Create a document template