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Re: How to change the standard query "Create a Master Agreement" by a custom one

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Hi Isaac,

If I understand correctly you want to force the user to create the document from a template and not from a document type. If that's the case, you could create the templates first and then mark the document types as inactive. So when the user clicks on the "New" button he will only see the picker to select the templates. Document Types won't be displayed as they are inactive.

 

Hope this helps.

 

Regards,

Vikram


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