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- Template Questions
How Do I Use Template Questions?
Template Questions will include answers to forms to add customizable information to your Document Templates.
After designing a Document Template that includes Template Question fields, you can use it to create a document under a Contact or Job:
- Navigate to the Contact or Job's page.
- Click on the 3 dots in the upper right corner of the information panel.
- Select Create Document from the drop-down menu.
This will pull up the document builder:
- Choose your template from the Design Template drop-down menu.
- After you select the template that includes your Template Questions, it will appear in the viewer at the bottom of the screen.
- The questions you have created will appear at the top, ready for you to answer.
- The answers you provide will populate on the document once you select Create Document.
Check out our webinar episode for more information about Template Questions: