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Can templates of Document be created to be able to be used across projects?

Can templates of Document be created (e.g Lessons Learned) to input the information directly in the tool itself doing away with attaching the documents in the project.

Pawan Bansal Answered

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Hi Pawan,

From my understanding, it seems like you are referring to something like the Document Publisher. You can have a template uploaded in one place and have other users run a custom action that will input the data for each specific project. Let me know if this is what you mean. If not, could you provide us with a use case? Thanks!

Tom Do 0 votes
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