Set Up a Default Document

Updated 3 years ago by Celina Kwan

You can create default documents for different types of entries. When you add a new document, the Full access, Read access, and Category fields are automatically set to the values in your default document.

Default documents are specific to the current user and module.You can set up default documents in the Address Book, Opportunities, Campaigns, and Customer Service pages.
  1. Select Edit > Default Document.
  • The Default Document dialog box opens.
  1. Select a user or group for the Full access and Read access fields, and select a Category.
  1. Click OK to save.

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