To use Design Document Template to create DOCX, PPT, and Microsoft 365 Word templates in Salesforce, turn on Design Document Templates in Salesforce. Required Editions Available in: Lightning Experience Available in: View product and edition availability. User Permissions Needed To turn on Design Document Templates: CLM Admin User permission set Turn on Design Document Templates in Salesforce.
To use Design Document Template to create DOCX, PPT, and Microsoft 365 Word templates in Salesforce, turn on Design Document Templates in Salesforce. Required Editions Available in: Lightning Experience Available in: View product and edition availability. User Permissions Needed To turn on Design Document Templates: CLM Admin User permission set Turn on Design Document Templates in Salesforce.
