Working with Settings (Legacy)

Settings define several aspects of the template workflow and results.

What settings are available depends on the selected master template.

Blank master

Following this section, you will know to:

• Merge PDF attachments to the document

• Order multiple body content parts in a template

• Enable editing option

• Set up how the final document is saved in Salesforce

• Customise Email Options

• Use Salesforce Translation Workbench