This new functionality enables customers to define specific Document Templates to be available for each list type while also enabling some Templates to be available for all lists. This feature was added for a customer December 2015.
[Previously only one list of Templates has been available so if there was a specific Template for an Opportunity, then this Template would also show on a Contact List or Project List.]
There are no settings required for this new feature. With a current update simply add sub folders under the current Templates folder in the Document Library for each list that will contain specific templates.
In the screen below you will see that there are two new folders under the Templates folder – one for Contracts and one for Opportunities. These folders will enable Templates to be added to these folders and which will now be available to the Contracts and Opportunities list items.
Any Templates that should appear for all lists will appear in the top level Templates folder.
Now when the user clicks on the Action Bar of the specific item (in this case we are using an item within the Contracts list) only Templates made available for Contracts will be seen, plus Templates available in the top level Template document folder.
Note: Each list that is setup to enable merging with Word documents will have the following setting value available in the Action Bar Setting for that item. For more information on Documents & Templates find that section in this Guide.