Question:

How to create a new document from a template in PromoMats?

Answer:

This option only appears if there are active templates for the selected document type.

1. Click Create.
   
   
   
   
2. Select Document from Template.
   
   
   
   
   
   
3. Choose a document type and select a document template. Create Document Permission is required for the specific document type.
4. Click Next.
   
   
5. Complete the required document fields.
6. Click on Save.
   
   
   
   
7. The new document is available in PromoMats.
   
   
   
   

Related Documentation:

Vault Help Documentation:   Vault Help

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