Change requesting area in a smart template

🎯 Objective
 

Learn how to change the requesting area directly in a smart template in netLex. This is useful when the previously linked area needs to be updated — ensuring that documents created from the template start with the correct assignment. 🛠️📄

This article contains the sections:

• Why change the requesting area in a smart template?
• How to make this change in practice?
• Video guided tour
• Frequently Asked Questions
   

💡 Why change the requesting area in a smart template?

If the smart template's requesting area is outdated or incorrect, documents generated from it may be sent to the wrong teams or with inadequate permissions. Adjusting this setting ensures:

• Correct distribution of documents from the start ✅
• Workflows aligned with the responsible areas 🧩
• Greater control and traceability per sector 👁️
   

🛠️ How to make this change in practice?

The edit is made directly in the smart template settings. Follow the step-by-step guide:

1. Access the Settings menu ⚙️ and click on My templates.
2. Open the desired smart template.
3. In the top menu, select Management.
4. Click the "+" button and then click See more.
5. Locate the requesting area property in the list.
6. Click on the three dots next to it > Edit.
7. Change the area value as needed.
8. Click on Ok, proceed and then on Finish.
    

Done! Now, all documents generated from this smart template will be able to use the new requesting area. ✨
 

🔍 Video guided tour

❓ Frequently Asked Questions

1. Does this change affect documents already created?
No. The change only applies to new documents generated from the smart template after the edit.
 

2. Can anyone edit the requesting area of a smart template?
No. Only users with permission to edit templates can make this change.