Overview

Templates are the "blueprints" for the documents that will be created

Templates use variables and logic to dynamically create documents based on the data they receive in the merge.

Documents created from templates will grow or shrink to as many pages as necessary to fit its content.

Template Editor

Merging Templates

A merge is when data is passed to a template to create a document.

Tips

How to find your Documint template id:

  1. Log into your Documint account

  2. Navigate to the template you would like to merge record data with

  3. Copy the id from the URL in the address bar (see image below)