Configure Template

You can create a template with your header page, and summary page and generate answers in it.

To configure a File as a Template:

1. Go to App Launcher > Search and select Files.

2. Click the Upload Files button to upload a file or you can choose an existing file from the Files page.

3. Click on the Action dropdown button available at the end of the record > select the View File Details option from the uploaded file, and you are navigated to the File object page.

4. Click the Details tab and check the Active and Is Template checkboxes.

5. Click Save.

You can find this template appears as default for selection on the Generate page for any project.