Create Documents from Templates

Templates let you create new Documents quickly from a starting layout your admin has prepared. Templates can include Live Fields that automatically resolve from a chosen source record the moment the Document is created.

Create a Document from a template

1. From the Document sidebar, click New from Template.
2. Choose a template from the list of templates available for your context.
3. Choose a source record: the Salesforce record that the template’s Live Fields will resolve from. The chosen record will also be linked to the new Document.
4. The new Document is created with body content from the template, Live Fields populated from the source record, and the source record already linked.

You can edit the Document like any other: change the title, edit content, add additional Record Links, share it, and so on.

Where templates come from

Templates are managed by Folio Administrators in the Admin Panel. For more about how templates are authored and maintained, see Manage Templates.

Related: View Related Documents · Link Documents to Records · Insert Mentions with @ · Manage Templates