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Retained Standard Template Settings

This section is for templates created before February 2024. These templates retain features that are no longer available for templates created with Blank and Blank with e-sign base templates.

These settings are still available via the Blank (OLD) base template.

The Blank (OLD) template contains a standard workflow including Document generation, editing, saving, and sending. There are 4 Settings allowing further customization based on business cases:

Salesforce Data
Attachments
Composition Order
Editable Content
Save & Email
Salesforce Translation Workbench
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