As you set up document ranges in your templates, keep in mind these considerations.
Required Editions
| Available in: Lightning Experience |
Template Format
You can see your document ranges only in templates. You can add automation to documents based on a document range, but you can’t click Show Document Range in a document to see the defined sections.
Document ranges aren’t supported in spreadsheets or slides.
Document Range Identification
Document ranges are defined only by headers. Paragraphs, checklists, and other formats don’t define the start or end of a document range.
If a header used for automation is edited, the automation can’t find the document range. To avoid broken automation, lock edits to headers you want to use for document ranges.
@Mentions, data mentions, and mail merge syntax don’t work well with document range automation. For the best experience, use static headers to define your document ranges.
If a document or template has multiple headers of the same name, automation endpoints use the first instance of that header.
If a document or template has multiple columns, showing a document range from a column highlights the document width. Automation based on the document range header still works as expected.