Assign a Template to a Record

How do I assign a template from the documents app to a specific record?

Assign to Single Row/Record

After creating a template, to assign it to a specific row/record navigate to the Template field in the Main View of the database. From here, select which template you would like to assign to the record from the dropdown list. 

(In this example, the assigned template is Template D.)

temp d


Assign to Multiple Rows/Records

To assign a single template to all rows in view, select the template from the dropdown, click the arrow icon next to the Update button, and then click Update all rows in View. 


Once you assign your records, they automatically become visible when you open the Documents Application. This will give you a preview before you decide to export them. Below is a video showing you how to make these quick changes. 

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