Clone and customize the predefined Document Generation templates according to your business requirements.
Required Editions
| Available in: Lightning Experience |
| Available in: View product and edition availability. |
| User Permissions Needed | |
|---|---|
| To clone and customize the predefined Document Generation templates: |
Collections and Recovery Admin And DocGen Designer |
Collections and Recovery includes two predefined Document Generation Templates. Clone and customize these templates according to your business requirements.
- FinalDebtRecoveryNoticeAndLegalWarning
- OverdueAccountCollectionNotice
- From the App Launcher, find and select Design Document Template.
- Expand the OverdueAccountCollectionNotice template, and open the latest version.
- From the action menu, click Clone.
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Customize the template according to your business requirements, and save the changes.
Before you customize the cloned template, learn about tokens used in the template and token limitations.
- Activate the template.
- Repeat steps 1 through 5 for the FinalDebtRecoveryNoticeAndLegalWarning template.