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Once you have created your Document Templates, before you will be able to run the document within Hotlist, you now need to Upload the document templates.

 

Uploading the Document

Click on Settings (the Cog) and select Advanced Settings


Click on Templates in the Sidebar and then select Document Templates


Select Upload Template

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Browse to wherever you saved the document, either:-

O   double click on the document, or

O   drag the document into the Upload Template box

 

Click Upload.

Power Platform Environment Settings will open up.


Check the details, insert a description or amend any info if needed, then click Save & Close.
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Now you have created your Document Templates, and Uploaded the Document Template, you should now be able to run the document within Hotlist.
 

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