What are Template Questions?

Template Questions allow you to include additional details to your Document Templates

Template Questions are form questions you answer when using a Document Template to create a document within a Contact or Job's file. If the Document Template includes a Template Question, you will be able to plug the answer into the document.

Template Questions Create Document

Once you create a Template, you can add the form Q & A's to a Document Template, much like a Template Field; wherever you plug the Template Field is where the answer for your Template Question will be included.

Ready to enable this feature? Find out how in this article.