Watch the Recording:

Agenda:

• Welcome and Overview 
• Product Release Highlights 
  • Version 23.6.1.0: July 14, 2023
• Document Template Tab Overview
  • Document Template Tabs/Menu
  • Setup Menu: More…, Security, Properties
    • Section Security
    • Template Behaviors
      • Override Document Template Behavior Options
  • Section Properties tab
    • Override Document Template Behavior: Section Properties
  • Fields tab
    • Override Document Template Behaviors: Fields
  • Field Properties tab
    • Override Document Template Behaviors: Field Properties
• Review and Acknowledge Feature
• Easy Edit  tab
• Closing and Next Steps  

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