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ONBOARDING
DOCUMENT EDITOR
TEMPLATE AUTOMATION
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- Conditions Overview
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Document Menu Bar Options
Last review: March 2024
The document menu bar and the sidebar may be deactivated for each Template Suite. However, we strongly recommend keeping them active, except for minor use-cases where it is just a simple Form that users complete and then download the document. If the bars are deactivated, users won’t be able to use any feature contained in them except for Saving, Sharing, and Downloading the document.
The default tab of the Document Menu Bar may be customized for each Template Suite. It is possible to choose the default tab for:
- Creating the first draft of a document from the template
- Reviewing document (creating the second and every subsequent version)
