Add text content
Once the Text field is dropped into a column, click on the box to add your desired content and formatting. Adjustments such as Edit, Insert, View, Format, Table, and Tools can be managed similar to standard text editors.
Make the templates more content rich and personalised by adding tokens. Tokens grab specific data values against the record's page and populate it within the document once generated. In example, to populate a Contact's name after the word 'Dear' at the start of an addressed letter, add the 'First Name' token after the word 'Dear' so each letter is personalised! Learn more about how to add tokens here.
Click the Save Template icon to save all changes.