Set Document Distributor as Template

You can build a Document Distributor as a Template for use in new Document Distributors.

  • Select the 3 dots icon next to the App Name
  • In the Document Distributor Options modal, select ‘Use as Document Distributor Template’, then select ‘Confirm’ and Publish the app.
  • When creating a new ‘Document Distributor’, select ‘Use List‘
  • In the ‘Select Template’ dropdown, you can now select required template to use.  This will create the new Document Distributor with the folders & documents from the Document Distributor Template.
  • Note: You can set multiple Document Distributors as Templates
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