Select the e-document template to be used for generating the e-document. If you do not want this transaction to be tagged for e-document generation, leave this field blank.

AI generated answer (using internal Slack threads):

To select the e-document template to be used for generating the e-document, you need to go to the standard PDF template of the record type you want to create, then edit it. Once you save it, it will automatically create a Custom Template for that record type. After creating the template, go to the record you wish to set that template for, go to customize form, then go to the print template drop-down field, select your template, and hit save. If you want to store the transaction using a specific PDF template on create and each time the record is amended, you can achieve this with a UserEvent script or a workflow with a custom action. The script or workflow can generate a new PDF file, save it to the file cabinet, then associate the file to the transaction record each time the record is amended. You can make the name of the PDF almost anything you want that is valid as a file name. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******