How to create a document template in Docs made easy. - Firstly, you need to install the app in your org. - I've already done this, but if you don't know how to install the app, check out the other videos in our video library. - Click on the app launcher or the waffle icon. - Here, you can search for "Docs Made Easy". - You can see it is already installed in the org. - Click on "Docs Made Easy". - Here, you can see the "Docs Made Easy" app is open. - And here, you can see "Document Email Templates". - Click on "Document Email Templates". - To create a new document email template, click "New". - You will be presented with a form to complete your email template details. - Firstly, add your template name. - I'm calling this "Test Email Template 1". - Now, select a Salesforce object from the dropdown menu. - I'm selecting "Account". - Then, you need to add a record. - Begin typing the name of the record you want to select and click to add your record. - Don't forget to add your description. - Then, click "Create". - Here, you can see the document is completed. - Now, you just need to add your template. - I'm going to add my account name. - To do this, move to the builder. - Here, you can select or copy the name from the clipboard. - Navigate back to the "Choose Actions" tab. - Then, click and paste into the field. - Then, write out your email body content as a template. - Once you've done this, if you want to add any other fields, navigate back to the builder tab. - From here, you can select the fields that you want...
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