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Created by Guest
Created on Aug 31, 2018

Open creation window when creating a new document template

When creating a new document in the CRM you set up the name and type of the document and save. You then have go to the edit pane and click edit in order to actually create the document. When creating a new document the creation window should automatically open for the user. 

https://www.useloom.com/share/47ba2f5f53b747c4a9f2b1757add7785

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