Converting from Document to Template - Tags and Name of Doc
When I convert a document to a template, there are two things that "stick" and if I don't remember to change them it creates chaos.
We use tags to note what has been invoiced or needs to be shared across departments. Those tags from the document seem to ride along with the template and when I then convert that Template to a new Document, it shows that tag still.
When I use a template that was converted from a Document, the title at the top changes but the title space just above the workspace does not. Sucks sending to one client with another clients name on it.
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Stephanie Lind
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