INTENDED SEARCHES: document builder, template, merge field, variable, document template
Use document templates to create reusable documents instead of rebuilding the same layout every time.
Common options:
- Document name.
- Template content.
- Builder layout.
- Variables or merge fields.
- Save template.
- Edit template.
- Deleted or restored documents when available.
Steps:
1. Open Documents or Document Builder.
2. Create a new document or edit an existing template.
3. Add the content and layout.
4. Add variables or merge fields only when they are supported.
5. Save the template.
6. Test the template before sending it to a customer.
Why this matters:
Templates save time and keep documents consistent. Bad merge fields can create wrong or blank customer information, so testing is required.
Support note:
If the customer cannot see the option, cannot save the record, sees different fields, or receives an error, they should contact support with the module, record name or number, what they clicked, what happened, and a screenshot if possible.
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