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This section is for common issues that you may encounter regarding Document Templates on accessplanit.
Why is my sign-in sheet not populating correctly?
Click here to view a flowchart to help you diagnose this problem.
In order for Document Templates to generate correctly through a workflow, the correct document need to be attached to the Course Templates. You can either:
Change the Document Template attachment on the workflow - action to match the course template.
Change the Register document (see below) on the course template to match the workflow - action attachment.
How do I know which merge fields I can use?
You can find a list of available Document Template merge fields in this section of the Helpguide. If the merge field you want is not currently available, you can submit a suggestion via our Product Suggestion Portal, and it will be reviewed by our team.