> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/sdocs/advanced-template-logic/build-reusable-templates/component-template-how-to-article.md).

# Component Template How-to Article

{% stepper %}
{% step %}

#### Create a new S-Docs template

{% endstep %}

{% step %}

#### Set **Template Format** to `Component`

{% hint style="info" %}
If `Component` does not appear in the Template Format picklist, you can manually add it:

Setup → Object Manager → SDoc Template → Fields & Relationships → Template Format → Values
{% endhint %}
{% endstep %}

{% step %}

#### Build the component like a normal S-Docs template

{% hint style="warning" %}
Important limitations:

* No Header/Footer tab
* No Page Settings
* No Email or Output configuration\
  (All of these are controlled by the parent template)
  {% endhint %}
  {% endstep %}
  {% endstepper %}

{% hint style="info" %}
Looking to start new?

Start with the [Component Templates Tutorial](broken://spaces/WKNnJmhJBQwhdk5WBFsi/pages/MmgMvojS6jMquOp1eOBS).
{% endhint %}

### How to Include a Component in a Parent Template

#### Using the Insert Field Tool within the template editor

1. Open your parent template
2. Place your cursor where the component should appear
3. Click **Insert Field**
4. Go to the **Other Templates** tab
5. Select your component and click **Insert**

This method works best when the component and parent share the same base object.

#### Using Merge Field Syntax Directly

PDF-based templates:

```
{{{{!My Component Template}}}}
```

DOCX templates:

```
[{{{{!My Component Template}}}}]
```

### More component topics

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td>Component (DOCX)</td><td>Use DOCX component templates in DOCX parent templates.</td><td><a href="/pages/FvhSrt3zWGMV9LhaAC7e">/pages/FvhSrt3zWGMV9LhaAC7e</a></td></tr><tr><td>PDF-Upload as a Component</td><td>Merge PDF-Upload templates into supported parent templates.</td><td><a href="/pages/Q59JbcKYVMQUMpYgf3mg">/pages/Q59JbcKYVMQUMpYgf3mg</a></td></tr><tr><td>Using Component Queries</td><td>Repeat a component once per record returned by a SOQL query.</td><td><a href="/pages/bqedg0818Y4z3baQzGBH">/pages/bqedg0818Y4z3baQzGBH</a></td></tr><tr><td>Combining Components with Render Logic</td><td>Use conditional logic inside component templates.</td><td><a href="/pages/9cBRZdRlwbX5nsy07RC1">/pages/9cBRZdRlwbX5nsy07RC1</a></td></tr><tr><td>Dynamic Components</td><td>Choose which component to render at runtime based on Salesforce data.</td><td><a href="/pages/tnAMcJihlL3EdmCpKs0m">/pages/tnAMcJihlL3EdmCpKs0m</a></td></tr></tbody></table>


---

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