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.

Vorbereitungen

Role required: platform_document_management_admin

Prozedur

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

Nächste Maßnahme

Create a document template