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Template Management
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Template Management
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Adding document templates
Document templates are the building blocks of document automation. Workbench helps you to work with existing ones or add new templates. Follow this guide to add a new template. Once added, document templates are created in Template Designer ....
Updated on : 07 Mar 2023
Deleting document templates
Deleting templates requires authentication to a server repository so you must be logged-in to your business unit in Workbench. If you need assistance with logging-in, follow this guide... To delete a document template: Locate the tem...
Updated on : 07 Mar 2023
Editing document templates
Editing document templates allows you to make changes to their content, and is only available for existing document templates that are not checked-out by another DocFusion user. Each time you perform an edit, a new version of the template will be cr...
Updated on : 07 Mar 2023