Template Distribution and Use-Case Fields
What Use Full Page and Distribution Types do, and how they change the editor and later document actions.
Read articleDocument Templates help
Help for Document Templates in Work Planner.
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Document Template Editor
How the visual and HTML template editors work, how tab switching behaves, and which dynamic fields are available in the editor.
Read articleEditing a Document Template
How to edit an existing document template, what can be changed on the edit screen, and which actions still live on the list.
Read articleCreating a Document Template
How to create a new document template, what each field is for, and which choices are not made on this screen.
Read articleDocument template preview and send workflow
OverviewThis article explains when to use document template preview and send workflow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when t
Read articleEditing a document template
OverviewThis article explains how to use editing a document template in Work Planner, including the main fields that shape how the document templates record behaves once it is saved.When to use thisUse this article when
Read articleCreating a document template
OverviewThis article explains how to use creating a document template in Work Planner, including the main fields that shape how the document templates record behaves once it is saved.When to use thisUse this article when
Read articleDocument templates list
OverviewThis article explains how to use document templates list in the document templates area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse this artic
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