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            Clone and Customize the Predefined Document Generation Templates

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            Clone and Customize the Predefined Document Generation Templates

            Clone and customize the predefined Document Generation templates according to your business requirements.

            Required Editions

            Available in: Lightning Experience
            Available in: View product and edition availability.
            User Permissions Needed
            To clone and customize the predefined Document Generation templates:

            Collections and Recovery Admin

            And

            DocGen Designer

            Collections and Recovery includes two predefined Document Generation Templates. Clone and customize these templates according to your business requirements.

            • FinalDebtRecoveryNoticeAndLegalWarning
            • OverdueAccountCollectionNotice
            1. From the App Launcher, find and select Design Document Template.
            2. Expand the OverdueAccountCollectionNotice template, and open the latest version.
            3. From the action menu, click Clone.
            4. Customize the template according to your business requirements, and save the changes.
              Before you customize the cloned template, learn about tokens used in the template and token limitations.
            5. Activate the template.
            6. Repeat steps 1 through 5 for the FinalDebtRecoveryNoticeAndLegalWarning template.
             
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