For Administrators only.
Prior to this task:
✔ Attribute must be created.
*Required.
1️⃣ Signals Configuration ➡ select |
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2️⃣ System Objects ➡ select Notebook | |
3️⃣ Notebook Settings pane ➡ select Template | |
4️⃣ Notebook template section ➡ select |
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5️⃣ Fields area ➡ select |
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6️⃣ Add New Notebook Field area ➡ type/select
7️⃣ Add New Notebook Field area ➡ select |
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Supporting Knowledge
Notes:
- There is only one Notebook default template per tenant; as a result, there is only one naming convention for notebooks per tenant.
- Notebooks will be sequenced across the entire system, NOT for an individual user.
- Attributes within a system template can be optional or required at the time of creation or during signing and closing.
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