Workdrive Data Template & Viewing Document
Hello!
Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other)
I have a couple of Data Templated created and see where I can assign them. However, when I go to update the information in the Template to reflect the file, the form box opens over the file. Things such as Client Name, Date, What the file is about, etc. I cannot see as I can't view the file. Is there a way to do this, or is this perhaps something I need to get Creator to do?
Here's a quick Loom Video to show you what I mean.
Thank you for any insights!
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