Learn how to:
- Change template settings such as the page size, margins, and padding.
- Change the template name and description.
- Change the template colors.
1. Click the vertical dots icon in the upper right-hand corner of the screen.
Upon clicking, a menu will open. Click Properties.
2. Change your template specs.
In this menu, you can
- Change your template name
- Add a template description
- Adjust page dimensions and orientation
- Edit your page margins
- Change the template background color
- Ensure a template gets attached to a record
- Add a template to an object timeline
- Customize a message to be shown if a template is attached to a record
