Getting started with templates
- Creating a Template: the basic building block of template authoring.
- Understanding document template types: know which type fits your use case before you start.
- Clone Document Templates and Pack Contents: reuse existing templates instead of starting from scratch.
Migration and planning
- Planning your document template migration: move templates between environments without losing content.
Word add-in authoring
- Installing the Word Add-in: get set up before you start authoring.
- Authoring Documents Using the Word Add-in: review and amend dynamic content in Word.
Email and SMS authoring
- Preparing a New Email Template: build templates for outbound email and SMS.
Troubleshooting
- Document Preview and PDF Conversion Issues: fix the most common document conversion problems.
- Common questions: quick answers to the questions template authors ask most often.
Need to configure the work types these templates attach to? TTry the Configurator path.