Adjust Template Settings

You can access some template settings right from your Documint HubSpot app without needing to change anything in your Documint account.

You can:

• Change the Name of the template

• Set the pattern for the saved file name, including adding variable data

• Set your template to Active

• Adjust margins

To access the setting click on the gear icon in the template preview window whilst in Editor Mode

Make your adjustments and don't forget to click Save