---
schema_version: "1"
id: 1fa0b684bde93c551845c1e3b1fc51c8ee556ad9a2c53decefaa1812e1fb5bb5
title: Template Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_template_builder.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_template_builder.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 32aca1cf56f1bdb7b0662255523d92c300a9d584700fbf46651067b784110fd2
description: Build service document templates in Document Builder with the template builder.
products:
  - Field Service
release: "264"
---
# Template Builder

Build service document templates in Document Builder with the template builder.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><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>

When you first open a template in Document Builder, you see the template builder, which shows the canvas, components and fields panel, and document settings panel.

## The Canvas

The canvas represents your service document. To design your service document, drag standard LWCs and custom LWCs onto the canvas. If you add any fields or components to the header or footer, they repeat on every page of your document.

![Template builder user interface](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_template_builder_full.png)

When you’re designing your header and footer, you can get an error message if you add too much content. What qualifies as too much content depends on the formatting and orientation of your document and the size of the components you’re trying to add. If you’re having trouble, check that your headers and footers are sized properly. For example, delete fields and components that make the header or footer longer than a page.

## Document Settings

To access the document settings, click outside the header, body, and footer sections of the canvas. Use the document settings panel to add a document description, determine which fields and components are visible, remove headers and footers, and alter the document format.

## Components and Fields

Drag components and fields from the left panel onto the canvas to easily build document templates. Standard components for Document Builder include Grid, Page Numbers, Related Record Table, Signature, Image, Image Gallery, and Rich Text.

You can drag two types of fields onto the canvas from the field component on the left panel: fields from the template object and spanning fields from the parent of the template object.

When a field is added to the canvas, use the component settings panel on the right to configure the field visibility. For example, you can choose to show a Related Record Table for a work order and its child work order line item only if the work order’s work type is Break-Fix.

Lookup fields don’t appear on service document templates when dragged onto the canvas. To get the lookup field to show up, search for the lookup field and its associated name. Click in the Search field. Then, drag the Name field onto the canvas.

When you’re done building your template, you’re ready to save and activate it. You can access saved templates from the Document Builder page in Setup.

#### See Also

- [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.")