Document templates

A document template produces a document filled in with a record's own details. Templates are managed at Marketing → Document Templates.

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The document template list

Column	What it shows
Name	The template's name
Last Modified	When the template was last saved
Last Modified By and Created By	The users who last saved and who created the template

The search box filters the list. To delete several templates at once, tick them and select Bulk Delete.

The ⋮ menu on each template has:

Action	What it does
Download	Generates documents from the template. See Generating documents
Copy	Makes a copy of the template, named after the original with "Copy" and the date and time added
Edit	Opens the template in the document editor
Delete	Deletes the template

Creating a template

Add Document starts a template in one of two ways.

Empty Document

1. Select Add Document → Empty Document.
2. Enter a Template Name and set the Permissions.
3. Write the document in the editor.
4. Select Save.

From Word Document

1. Select Add Document → From Word Document.
2. Enter a Template Name.
3. Select Select document for template and choose a Word document (.docx) in the file browser.
4. Set the Permissions and select Save.

The Word document becomes the template, and it opens in the document editor to be changed.

Template settings

Field	What it does
Template Name	The template's name, up to 100 characters. Required
Permissions	The Users and Teams who can see and use the template. At least one user or team is required

The document editor

The editor has the template's settings on the left and the document on the right.

The document is edited like a word processor. The toolbar has:

Button	What it does
Undo and Redo	Undo or redo the last change
Image	Inserts an image
Table	Inserts a table
Link	Inserts a link
Bookmark	Inserts a bookmark
Table of Contents	Inserts a table of contents
Header and Footer	Edit the page header and footer
Page Setup	Sets the page size, orientation and margins
Page Number	Inserts page numbers
Break	Inserts a page or section break
Find	Finds text in the document

The panel on the right of the document sets the font and paragraph formatting of the selected text.

Merge fields

The Company, Person and Opportunity menus above the toolbar insert a merge field at the cursor. Hover over a merge field in the menu to see its description.

When a document is generated, each merge field is replaced with the record's details. What happens to a merge field with no value depends on its replacement strategy. See Email templates and merge fields.

Opportunity merge fields are only filled in when the document is generated from an opportunity.

Generating documents

A template can be generated for any number of contacts at once.

1. Open the template's ⋮ menu and select Download.
2. In Download as..., choose Word Document (.docx) or PDF (.pdf).
3. Under Contacts, search for people and companies. Under Mailing Lists, choose mailing lists. You can use both.
4. Select Download.

One document is made for each person and company, and a contact found more than once is only included once. The documents are prepared in the background and downloaded as a single ZIP file. You are notified when it is ready, and it can be downloaded from Documents on your profile for 24 hours. See Your profile.

Document templates are also used from the Sales app: Generate Document on an opportunity produces a document from a template, filled in with that opportunity's details. See Opportunities.

Related

• Email templates and merge fields, the equivalent for email
• Mailing lists, generating for a list of contacts