TRIM Tip: Use the Template Record Type

Create unique record types that behave as a document template to capture and manage your organisation’s document templates in TRIM.

Use this feature to establish a register of all organisational templates – they won’t get lost in the myriad of other regular documents created every day.

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End users creating documents based on your templates will be directed to the latest Version of the template, when they double click, their new blank document will launch in the preferred format, ready to complete. If you specify additional information, their document will even have a default printer setting and watermark!

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