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Import Document Templates into a Salesforce Org
To import document templates into the target org, install the managed package that contains the document templates from the source org.
You must have the managed package installation URL from the source org.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
|---|---|
| To export and import templates: | DocGen Designer permission set |
- Log in to the Salesforce org where you want to install the package.
- In the browser, enter the managed package installation URL.
- Click Install for All Users, and then click Install. All document templates in the managed package are available in the target org. You can activate the imported templates and start using them.
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