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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 |
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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.
- Click the Salesforce Contracts for Word add-in on the Home tab.
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Create a section.
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Click .
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Enter a unique name for the section.
- Enter a description for the section.
- Save your changes.
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Click .
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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