Change Create Document Button Behaviour in Dashboard
Learn how to configure the Create Document button in your QuoteCloud dashboard. You can set it to ask which type of document to create, open a specific template, start from a blank document, or automatically use your company’s default template.
Change Create Document Button Behaviour in Dashboard — FAQ
What options can I select for the Create Document button in the QuoteCloud dashboard?
You can configure the Create Document button to do one of four things: (1) ask which type of document to create each time, (2) open a specific template, (3) start a blank document, or (4) automatically use your company’s default template.
Can I configure the Create Document button in the dashboard?
Yes. You can customize how the Create Document button behaves for users by choosing one of these options:
- Ask When Clicked: Prompt users to choose an action each time they click the button.
- Choose Template: Open a modal to select from available templates.
- Blank Template: Immediately create a new blank document.
- Company Template: Automatically use a specific company template by default.
What does the "Ask each time" option do?
What does the "Ask each time" option do?
When "Ask each time" is selected, clicking the Create Document button prompts you to choose which type of document to create. You can select from available templates or start a blank document each time.
What happens if I set the button to open a specific template?
If you choose a specific template, clicking Create Document immediately creates a document from that template so you can start building the document from that predefined layout and content.
What does "Use your company’s default template" mean?
When selected, the Create Document button automatically opens your company’s default template. This ensures consistency across documents without requiring the user to make a choice each time.
What is the benefit of configuring the Create Document button behavior in the dashboard?
Customizing the Create Document button streamlines your workflow, saves time, and ensures consistency. You can prompt users to choose a document type, let them pick from templates, start a blank document instantly, or automatically use a company default template—making document creation faster and more efficient for your team.