To create a new template:
- In the Template Builder, you can search or select Quote object merge fields to include in the Word document. For example, enter Today in Search Quote fields and click on the clipboard icon on the right of the search result to Copy to Clipboard.
- Paste this copied merge field into your Word document. The result will display as follows: {{Today}}. When you run the solution, today's date is inserted into this merge field in your Word document.
- Enter an optional Template Group and/or optional brief Description.
- Repeat the above step until all the merge fields in your Word document are complete.
- Click Done to return to the Add Templates tab in the Document Automation Wizard.
