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.