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Configuring Document copyholder templates
Who is this article for?Users responsible for administering Document records.
Documents Administration permissions are required.
Templates are a great way to create standardised records across the module. They apply a preset copyholder list to a Document, reducing the likelihood of copyholders being left out of distribution, in turn increasing the awareness of important Document activations.
This article shows you where you can configure copyholder templates.
1. Accessing templates
To access copyholder templates:
- Access the Documents module.
- Select Administration.
- Choose Copyholder Templates.
You will be taken to a list of existing templates on your system.
2. Creating a template
To create a copyholder template:
- Access copyholder templates.
- Open the Actions menu.
- Click New.
- Enter a Title.
- Add a Description.
- Click OK.
You will be taken to a new page where you can start configuring your template.
3. Configuring a template
There is a section you can configure that will automatically apply selected copyholders when a record is distributed using the template.
To add copyholders:
- Click Add Person.
- Tick relevant users.
- Click OK.
- Click Save (Tick icon).
1. Accessing templates
To access copyholder templates:
- Access the Documents module.
- Select Administration.
- Choose Copyholder List Templates....
You will be taken to a list of existing templates on your system.
2. Creating a template
To create a copyholder template:
- Access copyholder templates.
- Open the New menu.
- Click Copyholder Template....
- Enter a Title.
- Add a Description.
- Configure the template.
- Click OK.
3. Configuring a template
There is a section you can configure that will automatically apply selected copyholders when a record is distributed using the template.
To add copyholders:
- Click Add....
- Highlight relevant users.
- Click OK.