Hi, I saw a post from 2017 on this, but wanted to see if there were any updates.
Is there a way to:
1. Upload a specific "Document Layout" to existing customers (through rapid start? On "about this page" not sure what table to select?)
2. When a new customer is created, it default to a specific "Document Layout"
The post from 2017 looks like no out of the box way to do this, but wanted to see if there was possibly an update since then. Thanks so much!
*This post is locked for comments