Add custom tables to template parts

Corporate Administrators can customize the tables that are inserted into merge templates, called template parts.

If your org has custom template parts, you'll need to manually add them to the TemplateParts.zip file each time a release makes changes to the default template parts. We will alert you when changes are made in the What's New page as a feature enablement step.

To add custom template parts:

1. Navigate to Document Templates.
2. Select the All list view.
3. Click the TemplateParts link in the Name column to open the Document Template window.
4. In the Notes & Attachments related list, click the file in the top row to open the latest Zip file.
5. Click Extract All, browse to your desktop, create a new folder, and extract.
6. Paste your custom files into the folder.
7. Press CTRL + A to select all of the files, right-click, and select Send To > Compressed (Zipped) Folder.
8. Name the zip file Custom Template Parts.
9. In the TemplateParts Document Template, click Attach File > Choose File, search for and select your new zipped folder.

Log in to the merge tool and confirm your custom template parts are available.

If you run into any issues, just delete your new attachment and the merge tool will use the previous one. Always keep a few previous versions in the Notes & Attachments list as a back up plan.