Question:
Why is a document not appearing on the Template menu, even though the Document Type field is Steady State?
Example case:
The template document type field was added to the Form subtype and a location was selected, where an effective form will appear as a template in the document hierarchy, but despite this, the form does not appear under the Template menu.
Answer:
The updates will only take effect when the document re-enters Steady State. The user would need to upversion and re-approve. The user has to go to the document and move it back to Steady State, the template will appear again in the Templates menu (when the user clicks the Create button and selects Document from Template)
Related Documentation:
Vault Help Documentation: