---
schema_version: "1"
id: 750f4c0f40482330f968533f64126138e257b0393f6e430ac61bc9340906cc1a
title: Create 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_create_service_document_templates.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_create_service_document_templates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 68e7ab987c35699ecebb12b32046d83676c58c68d12de198e5e889ef4e9a79bc
description: Create a service document template with Document Builder.
products:
  - Field Service
release: "264"
---
# Create a Service Document Template

Create a service document template with Document Builder.

### 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="d129003e70">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d129003e70 ">To create a service document template:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d129003e70 ">Document Builder</td>

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

Create a service document template from Work Order, Work Order Line Item, and Service Appointment.

- From a desktop browser, you can create PDFs from Work Order, Work Order Line Item, and Service Appointment.
- From the Field Service mobile app, you can generate PDFs from Work Order, Work Order Line Item, and Service Appointment on both Android and iOS.

1. From Setup, in the Quick Find box, enter Document Builder, and then select **Document Builder**.
2. To create a template, click **New Template**.
3. To indicate the type of service document you’re creating, for example, Service Appointment Debrief, add a label.
4. Select any object from the dropdown list: **Work Order**, **Work Order Line Item**, or **Service Appointment**. Your selection dictates which object the template is created from and which fields and related lists appear in Document Builder. Click **Next**.
    
    ![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 If you don’t set the Service Document Template field from Work Order, Work Order Line Item, or Service Appointment, the document template can also be derived from one of the three corresponding Document Template fields on Work Type.
5. Choose between a blank template and a standard default template. Using a standard template gives you a starting point with added fields and related lists.
    
    Now you’re ready to start building your service document.

- **[Template Builder](https://help.salesforce.com/s/articleView?id=service.fs_template_builder.htm&release=264.0.0&type=5)**  
    Build service document templates in Document Builder with the template builder.
- **[Document Builder Standard Components](https://help.salesforce.com/s/articleView?id=service.fs_document_builder_standard_components.htm&release=264.0.0&type=5)**  
    Here’s a list of standard components available for Document Builder, with descriptions.
- **[Activate a Service Document Template](https://help.salesforce.com/s/articleView?id=service.fs_activate_service_document_template.htm&release=264.0.0&type=5)**  
    To create service documents and PDFs with Document Builder, activate a template.
- **[Setting the Service Document Template Field](https://help.salesforce.com/s/articleView?id=service.fs_service_document_template_field.htm&release=264.0.0&type=5)**  
    You can find the standard field Service Document template in the three objects: Work Order, Work Order Line Item, and Service Appointment. This field points to the template ID, which sets the template for each service document. This topic covers how to find the template ID and how to populate the Service Document Template field.