E-document templates are the templates or the format that we use for sending the data, the templates will be in JSON format. To assign e-document templates and sending methods to subsidiaries 1Go to Setup > E–Documents > E–Document Templates. 2Edit the created or existing template that we need to change the subsidiary context 3On the… Continue reading Configuring E-document templates and sending methods
Tag: e-documents template
Mass updating of content type in e-documents template.
Goto lists>>mass update>>mass updates >>select action>>general updates>>edocument templates. >>select the criteria. >>select the result(columns) you want to display. >click on mass updates >>check the field you want to mass update.(content type) >>give the value that you want to update. >>click on perform update. >>save.