This is optional, but it is a really useful feature that can potentially save you time.
Your Document can be based on either a Document Type (predefined in the Documents module) or a Regular Document.
- Go to Audits > Module Settings.
- Select Preconfigure templates.
- Select a Document Type, or
- Select a regular Document.
- Toggle the allow to override PDF Template ON/OFF.
- To note - you can click here to view available Audit variables for your template.
- Save your selected options.
Relevant for: Administrators / Managers
