Build Reusable Templates

Components are sub-templates that contain page sections that can be merged into a parent template.

How are they used?

Components allow for a more modular template design scheme:

• Render larger sections of content through conditional logic while keeping the parent template easy to read
• Reuse document sections across multiple parent templates
• Repeat a formatted section of content as a list or table using a Component Query

Template Formats

Component

HTML-based

• Edit the template in the Template Editor
• HTML-based parent template formats: PDF, HTML, DOC

Body-only

No headers/footers, page or email configuration; this is determined by the parent template.

Component (DOCX)

DOCX template file

• Edit the template in Word or other DOCX editor using DOCX syntax
• Only intended for DOCX parent templates

Body-only

• Only include a body in the template file

PDF-Upload

There is no component version of this format but it can be used like a Component template

PDF only

• Edit the template in the PDF-Upload editor
• Can only be merged into a PDF parent; no type of component can be merged into a PDF-Upload template.

Body-only

Configuration of document or email options in a PDF-Upload component will be ignored when merged into a parent PDF.

How to include components

The Template Merge Field

HTML-based: {{{{!YourTemplateNameHere}}}}

DOCX: [{{{{!YourTemplateNameHere}}}}]

PDF-Upload: {{{{!YourTemplateNameHere componentType="pdf-upload”}}}}

You can add your Component-type template through the Insert Field tool from the Other Templates tab:

This method works best when your Component’s base object matches your parent template’s base object.

The Component Query

To build a table or list with sections repeating for each result in a SOQL query, use a Component Query.

Dynamic Components

To dynamically reference and render components in templates, use the following syntax:

{{{{!{{!FullName}} Component}}}}