Advanced Options Quick Reference

Use this version when you want the same quick reference in table format.

Some settings appear only when the related feature is installed, enabled, or supported by the template's base object.

Preview and testing

Setting	Purpose	Type	Format	Behavior	Watch for
Preview ID	Preview the template with real Salesforce data.	Text field	A valid 15- or 18-character Salesforce record ID.	Enables Save & Preview. Uses the selected record to generate a preview in a new tab.	The record must exist and match the template's base object. Preview checks layout and merge output only. It does not test email, task, or file creation.

Examples:

006Q000001AbCDE
006Q000001AbCDEFGH
001Q000001XyZAB

---

Template export and migration

Setting	Purpose	Type	Format	Behavior	Watch for
Export Template	Generate a portable export of the template.	Button and text area	Click Generate to produce a text export string.	Packages the template body, settings, prompts, and formatting for backup or import into another org.	After import, review org-specific values such as preview IDs, org-wide email addresses, and referenced custom fields or metadata.

---

Feature-specific integrations

Setting	Purpose	Type	Availability	Behavior	Watch for
Enable S-Sign	Turn on e-signature support for the template.	Checkbox	Available when S-Sign is installed.	Opens the S-Sign panel in the template editor, allows signature tag placement, and enables signature workflows.	Requires an S-Sign trial or full license. Additional setup may be required. Contact [e-mail] for licensing details.

Related guides

• Advanced Options Tab
• How to Set Up Template Preview
• Template Lifecycle Management