I have some templates that do not automatically open in document containers, and others that do but I would like to switch them to a different document container. I know I could send them in for automation by the SB team, but I kind of like doing it myself 😊.
That said, I can’t find where or how to assign a document container to a template (other than when I’m creating the template from scratch. Does anyone know where to find the way to assign a document container to a template? Thanks!
Best answer by RachelSmokeball
Hi Liz
When you open the template by right-click modify, in the right side automation toolbar, look for the word Details up the top. Click on the arrow next to it to expand the additional options, where you will see you can select a container.
This article will also show you how if my instructions are not clear enough: Update the addressee or container
Hi Liz
When you open the template by right-click modify, in the right side automation toolbar, look for the word Details up the top. Click on the arrow next to it to expand the additional options, where you will see you can select a container.
This article will also show you how if my instructions are not clear enough: Update the addressee or container
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