Learn how to configure and customize S-Docs templates using the template editor to improve their layout and visual appeal.

1. Navigate to the S-Docs app in the Salesforce UI.
2. Click the S-Docs Templates tab. This page is where all of your templates will appear.
3. Click New to create a new template. The resulting page is the template creation page.

   See the following table for the description of each field:

   Field	Description
   Template Name	Enter a template name. This field is required.
   Description	Optionally add a description.
   Document Version	Optionally, use this field to track any internally used version number (or date) for this template.
   Template Format	Pick an output format. Select PDF.
   Related to Type	Pick an object from the picklist. Select Zuora Quotes .
   Available for Use	Keep this box checked (it is checked by default). This ensures that the template is visible for new document creation.
   Initially Visible	Keeping this box checked (it is checked by default) will make this template visible on the initial load of the document creation page based on the object type. Typically, you want to set this checkbox for the 10 most used templates for each object type.
   Allow Edit	Check this box if you want users to be able to edit this document after it has been generated.

4. Once you've completed the configuration, click Save . The template is now ready for editing.