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Create Section in Document Template

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Create Section in Document Template

When designing a document template, the template designer can define sections within the document to structure and organize the content more effectively.

REQUIRED EDITIONS
Available in: Lightning Experience
Available in: Enterprise, Unlimited, Professional, and Developer Editions
USER PERMISSIONS NEEDED  
To create a section: Microsoft 365 Word Designer
  1. Initiate the creation of a document template.
    See Create Templates by Using Microsoft 365 Word in Document Template Designer. The document opens on a new tab within the Microsoft 365 editor.
  2. Click the Salesforce Contracts for Word add-in on the Home tab.
  3. Create a section.
    1. Click Insert New | Section .
      Insert New drop down with options
    2. Enter a unique name in the Name field for the section.
      New Section to section properties like name, description, settings.
    3. Enter a value in the Description field for the section.
    4. Save your changes.

The section appears on the Sections tab. Contract designers can quickly navigate to specific sections and include the appropriate clauses, tables, and contract text within each section.

 
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