Using Quick-Create

The quick-create feature allows you to quickly preview and create documents without launching the Documint app.

How it works

The Documint extension card contains a list of up to 5 of your most recently used templates (see below on how you can add specific templates to the card) from which you can quickly create or preview your document.

When you click on either preview or create, a new window will open to display the template.

If you are creating a document, wait for the success message to appear to confirm your document has been attached and then you can close the window.

Picking your templates

By default, your most recently used templates are stored and will be the templates in the Documint card; however, you can select the templates you would like to appear for each object type in the app's settings.

In the HubSpot dashboard, go to settings > Integrations > Connected apps > Documint > Actions > Go to settings > Pick templates. This will open a frame with the template picker tool.

The template picker will allow you to select up to 5 templates for each object type. Once you are finished picking your templates, close the frame and refresh your record. You will now see your selected templates in the Documint card.

The template picker is a simple drag-and-drop tool

Going back to the default behavior

If you would like to go back to seeing your most recently used templates: go to the template picker tool, select your object type, and click reset. This will clear your selected templates and recently used templates will start to be stored instead.