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Brief Connect Documentation

Template management

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Brief Connect Documentation

Brief Connect Documentation
Solution Design
Solution Design
Deployment Guide
Deployment Guide
Product Release Notes
Product Release Notes
Admin Guide
Admin Guide
- Configuration Management
  Configuration Management
  - Admin Panel
  - Feature Flags and Server Settings
  - How to apply configuration changes to a Production environment
  - Understanding Content Types Sync Engine
  - Reference Articles
    Reference Articles
    
    RecordFields Schema Reference
    
    RecordTypes Schema Reference
- Debugging and troubleshooting
  Debugging and troubleshooting
- Integration and APIs
  Integration and APIs
  - How to Call Brief Connect Web API Endpoints
- Notifications and Email
  Notifications and Email
- Permissions and security
  Permissions and security
- Record Configuration
  Record Configuration
- System Configuration
  System Configuration
- Task and workflow management
  Task and workflow management
- Templates and Documents
  Templates and Documents
  - Adding document templates
  - Creating New PDF Pack Templates
  - Document Token Replacement
  - Tokens
  - AI Document Generation
    AI Document Generation
    
    How to set the AI LLM model
    
    How to update OpenAI Prompts for document generation
- User Interface
  User Interface
- Users and Organisations
  Users and Organisations
User Guide
User Guide
Support
Support
- How to raise a support ticket

Template management

Use these articles to configure and maintain document templates used across Brief Connect:

Adding document templates
Document token replacement

Previous WorkflowTransitions Schema Reference

Next Adding document templates

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