Group document templates in a list for creating and linking documents to a target record

task brazil Updated Sep 10, 2026 1 min read create-doc-list.md
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Group document templates in a list to enable all the template documents in the list to automatically be created and linked to the target record when the list is referenced.

Before you begin

Role required: platform_document_management_admin

Procedure

  1. Navigate to Documents > Documents > Lists.

  2. Select New.

  3. Provide a name and description of the list.

  4. Select Submit.

What to do next

Create a document template

Parent Topic:Document Management lists

Related topics

Add a document template to a document list

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