August 2020 Release #2: Template Suite Versions and Document Record Labels

Aug 26, 2020

1) Template Suite Versions

Template Suite Versions let users generate documents from previously approved template versions. The difference between Template Versions and Template Suite Versions is that Template Suite Versions consist of a combination of the latest draft and published versions of all Templates within a Template Suite, including properties of those templates, such as types (Document/Form/Table), or hidden / internal documents.

The main benefit of Template Suite Versions for our customers is that it is possible to make prior versions of Template Suites (which generally are restricted from use) available to users for document generation.

Step 1: Go to Template Suite Administration and click to Template Suite Versions:

Click “Make Available” for any previous Template Suite Version which you would like to make accessible to users, and name it:

Users will be able to open the available Template Suite Versions from their Dashboard or the Templates section:

Alternatively, you can create your own Template Suite Version by choosing published Versions of all Templates (including follow-up instructions) in the Template Suite:

2) Document Record Labels

Similar to Categories, our new Document Record Labels help users locate documents more quickly. Provided a user is either a Document Record Owner, or has permission to manage a Document Record, if also granted the “Can create Labels” permission, that user may create new labels and attach them to Document Records. Users without this permission may from any existing Labels.

Workspace Admins may centrally manage Labels in the “Templates & Doc Grouping” section.