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CharlieTG
Participant

how to add document to template insert menu after uploading?

I want to add a document for using the insert link in email. I have uploaded the doc and it appears on my Documents page, along with 4 others. When creating a template, only 3 docs are showing to choose from. How can I add the others to my drop down list?

0 Upvotes
2 Replies 2
PamCotton
Community Manager
Community Manager

how to add document to template insert menu after uploading?

Hello @CharlieTG 

 

How are you? Could you please provide us a screenshot of what you are referring to in your dropdown list?  The more information, screenshots, and details you can provide, the better I can advise on the next steps.

 

Kindly,

 

Pam

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0 Upvotes
CharlieTG
Participant

how to add document to template insert menu after uploading?

Hi Pam,

 

Thank you for responding, my supervisor has since loaded several more that are now available to me. Perhaps it was an admin/permissions thing. I was not able to recreate the situation for a screen cap since so many docs are now uploaded and I don't want to attempt a duplicate by uploading something again. But, I have everything I need now.

 

Cheers!

Charlie