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SMART DOCUMENT DRAFTING
SMART DOCUMENT MANAGEMENT
Similar to Country/Region settings, Template Categories are a useful tool for organizing your templates into groups. Also like Country/Region settings, Template Categories are created and made available to a Workspace by a Workspace Admin.
Users creating templates may assign Template Categories to Template Suites using the dropdown list right below the Assigned Workflow dropdown in the settings area on the right of the Template Suite. Once a Workspace has in excess of 10 Template Suites, The Template Suite placeholders are visibly grouped under their respective Template Categories, and can be seen so organized at the bottom of the Dashboard Tab, and under the Templates tab. Although similar to Country / Region Settings, Template Categories differ in that:
- Templates are not required to have an assigned category; and
- Templates may have multiple Template Categories.