Documents

How to use Merge templates in Customer Flow

Operational merge templates for reusable outbound packs. Company letterheads stay under Setup → Document Templates.

Where to find it: Left menu → Documents & Records → Merge templates

Document management and extraction in Customer Flow — Watch the video on the Documents on the file page — A still from the Documents on the file video. Play it on the Documents on the file watch page, then follow the steps below in your workspace.

Every step

Step 1
Open the screen
Left menu → Documents & Records → Merge templates. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Do the work
Create or update a template. Keep one per type. Do not fork ten “final_v7” copies.
Step 3
Check it saved
New records should offer this template. Setup letterheads should still apply when printing.

Questions people ask

Do I need to log in to use Merge templates?

Yes. Merge templates is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Merge templates in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Two template screens?

Setup holds company stationery. This list is merge templates in Documents & Records. Use both without duplicating the logo ten times.

← All dashboard screens

How to use Merge templates in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related

How to use Merge templates in Customer Flow

Every step

Open the screen

Do the work

Check it saved

Questions people ask

Related