Document Template Creation

The Document Template Creation feature allows users to design and configure document templates based on their specific requirements. These templates can then be linked to Salesforce objects. The following tabs are available during the template creation process:

1. Template Information
   Define the basic details of the document template, including name, description, target object, and page settings such as layout, font, margins, and numbering.
   
2. Header & Footer
   Configure headers and footers for the document, including logos, titles, page numbers, or custom text that should appear at the top or bottom of each page.
   
3. Signer
   Manage signer-related settings, such as adding signers, assigning signing roles, and determining the signing order for the document.
   
4. Template Section
   Organize the document into sections, where you can add and structure different parts of the content dynamically.
   
5. Layout Designer
   Design the visual structure of the template using drag-and-drop or predefined layouts to format content in a professional manner.
   
6. General Setting
   Allows users to configure key options for the document template, such as enabling a welcome page, verification code, and customizing file details. Users can define the File Name, add a Welcome Page Message, and set up the Site Header and Footer. 
   
7. Site Setting
   Configure site-related settings for document access, success/failure handling, and messaging options.