Cloudy DocGen & Signer Knowledge Base

Template Section

The Template Section allows you to organize and structure the content of a document
generated from a template. Sections help break the document into manageable parts,enabling a
clear layout and enhanced readability. They can include static content, dynamic merge fields,
images, or related lists, and can be customized for layout and styling.

Purpose & Use:

  • Organizes document content into two different section types, easy-to-read sections.
  • Allows dynamic content to be merged from Salesforce.
  • Provides layout flexibility and custom styling.
  • Supports interactive fields to capture user input during document generation.
  • Enhances document design and readability, ensuring professional and branded outputs.
  • Allows users to customize the template according to their requirements.