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

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