---
schema_version: "1"
id: 1f865e20892b542b539fc0211df163e9ec7931cfbaedab6af043fa6fe435b47e
title: Activate a Service Document Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_activate_service_document_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_activate_service_document_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: bd58d6caae69c861e6fca51f042208d399c130aa5f36501fc1b06f8504b03384
description: To create service documents and PDFs with Document Builder, activate a template.
products:
  - Field Service
release: "264"
---
# Activate a Service Document Template

To create service documents and PDFs with Document Builder, activate a template.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d17883e70">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d17883e70 ">To activate service document templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d17883e70 ">Document Builder</td>

          </tr>
        </tbody>
      </table>

1. In Document Builder, after you’ve built your first template for a work order, work order line item, or service appointment, click **Save**.
2. Activate the template. If you’ve saved the template and dismissed the activation window, you can get to it by clicking **Activation**.
3. Click **Assign** and save your work.
    
    Your template is assigned as the default. Assigning a different template as the default overrides prior default template assignments. Only one default template per object can exist at a time.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)
    
    Note You can control which template is used to generate a service document, but you can have only one active default template per object. This template is used if you don’t specify any other template in the Service Document Template field or in the Work Type. To assign a record-specific template, enter the template ID in the Service Document Template field on that record.