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.

Template Questions - Contact Create Document

This will pull up the document builder:

  • Choose your template from the Design Template drop-down menu.

Document Choose Template

  • 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: