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Tenant template setup ​

Goal ​

Prepare master data so tenant templates work end-to-end.

Who it is for ​

Managers / tenant admins with template.manage.

Steps ​

  1. Grant template.manage to tenant admins only.
  2. Seed form defaults for high-volume document types.
  3. Add email footers that match brand/legal text.

BlueMatrix Help — product documentation for tenants