Add a document template to a document list

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: platform_document_management_admin

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    Only document templates can be linked to a list.

    Prozedur

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