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It covers the full template lifecycle, from creation and file  \nupload to versioning, activation, and preview.  \nTable of Contents  \n1. What Is a Template?  \n2. Viewing Templates  \n3. Creating a New Template  \n3.1 Template Record Field  \n4. Uploading Template Files  \n5. Activating and Deactivating Templates  \n5.1 Method 1: Using the Preview Attached Files Component (Recommended)  \n5.2 Method 2: Editing the Template Record Directly  \n6. Template Versioning  \n7. Using the Preview Attached Files Component  \n7.1 Left Panel -File List  \n7.2 Right Panel -Preview & Actions  \n8. Common Issues & Resolutions  \n1. What Is a Template?  \nA template is a Microsoft Word (.docx) file containing dynamic merge fields (also called tokens) . These tokens are placeholders such as {Name} or {Account.Name} that get automatically replaced with real Salesforce record data at the time of document generation.  \nEach template in 360 SmartDocs is associated with a specific Salesforce object and defines the output format, naming pattern, and record type. Templates are managed as standard Salesforce records in the Templates tab of the 360 SmartDocs app.  \n2. Viewing Templates  \nTo view all templates in your org:  \n1. Open the App Launcher (the 9-dot grid in the top-left corner of Salesforce) .  \n2. Type \"360 SmartDocs\" in the search field and click to open the app.  \n3. Click the Templates tab in the navigation bar.  \n4. The list view displays all template records with Name, SObject, Document Type, IsActive, and Last Modified columns.  \n5. Click on any Template Name to open its detail page.  \nOn the template detail page, you will see all field values, the Preview Attached Files component showing uploaded file versions, and a related list of Document Manager records generated from this template.  \n3. Creating a New Template  \nFollow these steps to create a new template record in Salesforce:  \n1. Navigate to the Templates tab in the 360 SmartDocs app.  \n2. Click the New button at the top-right of the list view.  \n3. In the New Template dialog, click Create New Template to proceed to the record form.  \n4. Fill in the required and optional fields (described below) .  \n5. Click Save to create the template record.  \n3.1 Template Record Field  \n\n| Field | Description |\n| --- | --- |\n| Template Name | A clear, descriptive name for the template. Use naming conventions such as \"SOW—Standard Implementation\" or \"MSA—Global—v1.0\" for easy identification. |\n\n\n| SObject Name | The Salesforce object in this template is associated with (e.g. , Opportunity, Account, Case) . Only objects enabled in the Object Configuration will appear in the dropdown. |\n| --- | --- |\n| Document Type | The output format: Doc (generates a .docx file), Pdf (generates a PDF), or Any (allows the user to choose at generation time) . |\n| Document Name | A naming pattern for generated output files. You can include merge fields, e.g. , \"SOW- {Account.Name}\" to auto-name files using record data. |\n| Record Type | Set to Main Template for standard templates, or Sub Template for templates used as embedded sections within a main template. |\n\n4. Uploading Template Files  \nAfter creating a template record, you must upload the actual Word document that will serve as the source template.  \n1. Open the template record you just created.  \n2. In the Files related list or the file upload area, click Upload Files.  \n3. Select a .docx file from your computer. This file should already contain merge field tokens (e.g., {Name}, {Account.Name}) as placeholders.  \n4. The file is uploaded as a Content Version and is automatically linked to the template record.  \n5. After uploading, the file appears in the Preview Attached Files component on the template's detail page.  \nNote  \nTemplate files must be in ","cbCaimImWLY0MaNw","https://ap.wps.com/l/cbCaimImWLY0MaNw","pdf",703667,"English","# What Is a Template?\n## Viewing Templates\n# Creating a New Template\n## Template Record Field\n# Uploading Template Files\n# Activating and Deactivating Templates\n## Method 1: Using the Preview Attached Files Component (Recommended)\n## Method 2: Editing the Template Record Directly\n# Template Versioning\n# Using the Preview Attached Files Component\n## Left Panel - File List\n## Right Panel - Preview & Actions\n# Common Issues & Resolutions","[{\"question\":\"什么是模板以及合并字段（tokens）如何工作？\",\"answer\":\"模板是一个包含动态合并字段的 Microsoft Word（.docx）文件。这些 tokens（如 {Name} 或 {Account.Name}）在生成文档时会自动替换为来自 Salesforce 记录的真实数据。\"},{\"question\":\"如何在 360 SmartDocs 中查看某个组织的模板列表？\",\"answer\":\"通过 Salesforce 应用启动器打开 360 SmartDocs，进入 Templates 标签即可在列表中查看模板记录（包含名称、SObject、文档类型、是否启用、最后修改时间）。点击任意模板名称可进入详情页并查看上传版本与关联记录。\"},{\"question\":\"有哪些方式可以激活或停用模板？\",\"answer\":\"激活可使用两种方法：优先在 Preview Attached Files 组件中选择版本并点击 Activate Template；或直接编辑模板记录勾选 IsActive，并在 Active_Version_Id__c 中填入所选文件版本的 Content Document ID。停用后模板将无法在生成时的下拉选择中使用。\"}]","Template Management in Salesforce - 360 SmartDocs Document Generation Guide | PDF",1789242002]