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All CollectionsSettings & System Administrator ManualSettings FAQ
How do I Assign a Document Template From a Chain to an Organization?
How do I Assign a Document Template From a Chain to an Organization?
Updated over 9 months ago

Related Questions

  • Move a Chain Document Template to an Organization

Procedure:

This must be done from within the Chain Dashboard by a Chain Admin User.

  1. Select Multi-Organization from the dropdown at the top of the page

  2. Click Templates & Files

  3. Click Document Templates

  4. Find the desired template & Click Edit

  5. Select Specific Organization from the Permission Level dropdown box

  6. Make any required changes to the template (if applicable) and Save

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