How-To:Document Template

From ContactsLaw Documentation
Revision as of 11:22, 10 June 2024 by Bradley Smith (talk | contribs)

How to create a “Template”

  1. Open the app and go to the “Create” section and click the “Template”.
  2. Add a description
  3. Add output format if different than above. Add category (optional).
  4. Tick the box of attributes if active or fragment. Treat as correspondence (optional)
  5. You can add assets, attachments, and requirements.