Administrator - Associating Document Templates

Geeta Nagpal
Geeta Nagpal
  • Updated

Document Manager > Document Templates>  Edit Template

If you wish to associate a Document template to a specific Meeting Type or associate a Document template to a specific Department(s),  toggle ON to restrict to certain meeting types and certain departments. The following options will appear allowing administrators to associate a Document to a meeting type and/or department. This step will trim which report templates Contributors will have available when drafting new Documents.

 

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Click Save Changes to apply the selected Association(s).

 

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