You insert a content control other than Picture or Plain Text.Only select relationships you need to add data to the Word template.Ī few things can cause Word to freeze, requiring you to use Task Manager to stop Word: The relationships you select on this screen determine what entities and fields are available later when you define the Word template. A marketing list can have multiple accounts. RelationshipĪ lead, account, or contact can have multiple accounts.Īn account can have multiple marketing lists. Here are some example relationships for the Account entity. For admin content, see: Entity relationships overview. Your administrator or customizer can provide information about entity relationships. This screen requires an understanding of your customer engagement apps data structure. What are 1:N, N:1, and N:N relationships? To update templates, delete the template and then upload an updated version of that template.Īfter clicking Create Word Template, select an entity to filter with, and then click Word Template > Select Entity. Select the personal document template to delete and then click Delete ( ).For Look for, select Personal Document Templates.To delete personal document templates, do the following:
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