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Create the IdealDoc Template
The IdealDoc template defines the actual document template which should be used to merge the final IdealDoc document.
Each IdealDoc record represents one document template and consists of some configuration and the actual Word (docx) template file. To create a new IdealDoc template record navigate to the IdealDoc Templates tab in Salesforce and click on the “New” button:
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When creating a new template record the following information should be filled:
IdealDoc Template Name: Meaningful record name, e.g. “Account Overview Template”
External Id: A unique template identifier string which will be used to reference this template in Salesforce flows or other automations
Category: A template category information which can be used to group related templates when selecting them in a dialog. E.g. “invoices”, “quotes” etc.
IdealDoc Query: A lookup to the IdealDoc Query record which defines the required queries to gather all the data needed in this template
Active: A checkbox which allows to activate or deactivate the template. Inactive templates will not be available for selection in a dialog.
After creating a new IdealDoc template record the detail record screen looks like this:
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Under the “Details” sub-tab the previously entered meta data can be edited. In the “Files” section the actual Word (docx) template file should be uploaded.
IMPORTANT: Only template records that contain at least one file will be available in the document generation. Always the last recently uploaded or modified File will be used when creating a document!