Template Information

The Template Information section is used to identify and configure the template along with its associated Salesforce object.

• Document Template Name → The unique name of the document template used to identify it.
  
• Description → Additional details about the template (e.g., purpose, usage).
  
• Target Object → The Salesforce object (e.g., Account, Opportunity) on which this template will be generated

Page Settings

The Page Settings define the document’s layout, style, spacing, and numbering.

General Settings

• Page Size → Defines the paper size (e.g., A4, Letter).
  
• Orientation → Page layout orientation: Portrait (vertical) or Landscape (horizontal).
  
• Page Height → Auto-filled based on the selected page size.
  
• Page Width → Auto-filled based on the selected page size.

Style Settings

• Background Color → Sets the page background color (default: #ffffff).
  
• Color → Sets the default text color for the document (default: #000000).
  
• Font Size → Defines the size of the text (default: 12).
  
• Font Family → Defines the font style for the document (e.g., SansSerif, Serif, Times). 

Page Number Settings

• Page Number Format → Defines the style of numbering for pages (e.g., Arabic Numerals 1,2,3…, Roman Numerals I, II, III…).
  
• Show Page Numbers → Used to set the page numbering.

👉 After clicking Save and Next, you will be navigated to the Header and Footer .

SEE ALSO :

_______Add Signers
_______Template content creation