Checking Out a Template (Pre-FX2)
A pre-existing template in Salesforce can be checked out for editing by clicking Check-Out. Once the Check-Out button is clicked, the user is presented with a browser-based form which loads the browsing of templates Visual Force page. The user can search on various parameters and choose a template open in Microsoft Word.
Note:
This process is the same for the pre-existing Template format and the FX2 Template format.
To check out a Template
- Select the X-Author Templates ribbon tab and click Check-Out.
-
In the Checkout window, select the template Type you want to work on and enter any
other search criteria and click the search icon
.
- The Templates list displays templates matching the criteria.
- Click Open for the required template.
You can now work with the template, such as inserting merge fields, smart fields, and making content conditional. You can also use this pre-existing template as the basis for a new template by cloning it.
