
Rebecca Driscoll (Customer) asked a question.
Currently it only allows me to use documents from Guides and Precedents, but I'd like to have certain recurring matter types start with a specific PDF in there. When I try to import and copy one across it says this isn't possible with a template.
It seems like it should be possible - am I missing something?

If you have the PDF set up as a custom Precedent, you can add it to a recurring matter template.