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Templates for documents


Nikolaj
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On 2/28/2020 at 12:42 PM, Nikolaj said:

Hello All,

How can i use templates with the documents app? Do you have any solution for this at the moment?

best regards

Nikolaj

 

@SupportAccount Can you please help me with this question about using Templates for documents?

Thanks

Nikolaj

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  • 5 weeks later...

@Nikolaj

sorry for the late reply as I have missed this, unfortunately we don't have any templating capability within documentmanager at the moment, this is something that we would like to add but unfortunately don't have a timescale for this at the moment.

Thanks

Trevor H

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@TrevorHarris thanks for your reply. Ok I will work out an workaround for this maybe to create a lot of the same documents and link it to the assets and the admin has to fill it out then. Hope i can see something in the near future.

Thanks

Nikolaj

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  • 2 months later...
  • 1 month later...

I would be interested in having a template functionality 

@Nikolaj  I would be interested in hearing any work rounds that you may have.  I am going to explore having a dedicate template library for Office 365 docs and  trying to have a human task  in a BPM to  pause and try and upload the doc to the relevant library.

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