User RolesAdminStaff contributorExternal Contributor✗ Pulse user

When you click the paper clip icon within a template to attach a document or you open already linked document, it appears in a split-screen view. This allows you to review the document and edit the template at the same time, without switching between tabs.

You can:

  • Upload a new document
  • Attach an existing document
  • Link an existing export
  • You can also adjust how the document is displayed to fit your workflow, such as resizing or changing the split view. To see available options, click on 'View controls' button.

Working with documents directly in a split-screen view helps you save time, stay organised and keep your data accurate.