Configurable business documents - business document management workspace integration with global repo

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Important

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Enabled for Public preview General availability
Users, automatically Feb 1, 2022 Apr 4, 2022

Business value

Business users can download new business document templates or new versions of existing business document templates from one workspace.

Feature details

This feature provides users assigned to a specific role with new business document templates. These templates are stored on a new tab in the Business document management workspace.

When you select to import the business document template, the system will open a tab with a list of templates applicable to your assigned user role. Only the list of templates for your assigned role is shown. The system doesn't download all the templates.

After you select the documents and select Create template, the selected templates are imported from the global repository, and your templates are created in the Business document management workspace.

See also

Microsoft Office-style user interface in Business document management (docs)