Applying Custom Field values to a Document Template

Owned by Debby Gibson
Last updated: Jun 30, 2020 by Marleze Scheepers (Unlicensed)
1 min read

Custom Field Values can be applied to any given document template.  When a new document is created from the Document Template, it will inherit the Custom Field Values from the template.

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How to Apply Custom Field values to a Document Template:

  1. Navigate to the Document Templates by clicking Templates and Documents.
  2. Open the Document Template Properties:
    1. In Grid mode click the blue Edit Arrow icon
    2. In Card mode click the blue Name of the document
    3. In Thumbnail mode click the blue Edit Arrow icon to the right of the document name.
  3. Click the Custom Fields tab.
  4. You may enter a value into any Custom Field, which will be pre-filled when a new document is created from the template.
  5. When complete click the Update button to save your changes.