Creating a Document from a Template
Templates are a great mechanism to make document creation simpler when the same structure can or will be re-used across multiple documents. Documents created from a template will inherit the entire template structure and values if any. The following animation showcase creating a document from a template.
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Is important to note that when creating a new document from an existing template, the only field that won't be carried over is the document name.
Updated over 3 years ago