Group document templates in a list for creating and linking documents to a target record
Group document templates in a list to enable all the template documents in the list to automatically be created and linked to the target record when the list is referenced.
Before you begin
Role required: platform_document_management_admin
Procedure
Navigate to Documents > Documents > Lists.
Select New.
Provide a name and description of the list.
Select Submit.
What to do next
Parent Topic:Document Management lists
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