It is possible to add a default report export template, which can be can be used when downloading a Record.
This is optional but can save time.
How to preconfigure a report
- Go to your Dashboard and from within the Records dropdown.
- Select Module Settings.
- Select Preconfigure template.
- Select a Document Type template or a regular document.
- Toggle the override PDF template on/ off, as required.
- Save your settings.
Relevant for: Administrators / Managers
Please note: You can only select a Document Type or a regular document. Document Type is available as soon as the document type has been created. A regular document has to have gone through the whole approval process before it can be used.