Add a document template to a document list

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

Before you begin

Role required: platform_document_management_admin

About this task

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

Procedure

1. Navigate to Documents > Documents > List Entries.

2. Select New.

3. On the form, fill in the 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.

Parent Topic:Document Management lists