Document Templates Home page

The Document Templates Home page is where you can manage property and corporate document templates. Corporate values do not display on the Property page, so you need to manage all document templates from this Home page.

To find document templates

Before you create a new document template, ensure that it does not already exist. You can search for document templates using the following methods:

  1. Global search field - The best way to look for an existing record is to use the global search field at the top of any page. You can either search for a whole word, or you can use an asterisk (*) as a wildcard to expand your search. To do so, type two or more characters followed by an * and click Search or press Enter. All records with words starting with the chosen characters display in the results.For example, a search for 'car*' might return the New Carrington Industries account, the Carter Reunion booking, and the Carrot Ginger Soup item.

  2. Views - Select your Salesforce experience for further details.

Learn more...

Overview: Document templates

Create document templates

Add sections to a document template

Edit document templates

Attach a new merge template to a document template

Import Amadeus templates