Sample Doc Merge Templates

Overview

Templates are required for merging documents with Sugar's Doc Merge feature. This article provides sample document templates you can use and provides instructions on how to use these sample templates.

Sample Document Templates for Doc Merge

While you can easily create your own document templates, the following pre-made templates may save you time if they meet or closely match your needs.

Follow these steps to use a sample template from the table below:

1. Click on the name of the template to download or open it in a new window, depending on your computer's settings.
2. Save the template file to your preferred location (e.g., the Downloads folder on your computer).
3. Open and, if needed, edit the template to use your specific fields and preferred styles and branding.
4. Proceed with the steps to create a Document Template record, as described on the Doc Merge page of the Sugar Application Guide for your CRM product.

Last modified: 2022-06-02 23:00:34