Add headings to your templates to create defined sections, called document ranges, and see how your templates are structured.
Required Editions
| Available in: Lightning Experience |
Document ranges are supported only in documents and templates. Show Document Range is supported only in templates.
| Heading Type | Document Range |
|---|---|
| Small Heading | A document range defined by a small heading includes only the content under that small heading, and ends at the start of the next heading. |
| Medium Heading | A document range defined by a medium heading includes the content and small headings under it, and ends at the start of the next medium or large heading. |
| Large Heading | A document range defined by a large heading includes the content under that large heading, and ends at the start of the next large heading. Template titles use large headings. |
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In a template, add headings to define the different sections. The heading names become your
document range names.
Tip To add content via automation to your templates based on a document range, choose heading names that are consistent and shared across your business. - To see your document range, click the header menu, and select Show Document Range.
- To keep your headings safe from accidental edits, lock them. Click the header menu, and select Lock Edits.
To update content with Flow Builder based on a document range, use the Edit Document or Copy Content with Live Paste actions, and select a document range placement.
- Considerations for Document Ranges
As you set up document ranges in your templates, keep in mind these considerations.