How to create a new document from a template in PromoMats?
This option only appears if there are active templates for the selected document type.
- Click Create.
- Select Document from Template.
- Choose a document type and select a document template. Create Document Permission is required for the specific document type.
- Click Next.
- Complete the required document fields.
- Click on Save.
- The new document is available in PromoMats.
Vault Help Documentation: Vault Help
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