Document Merge Templates

PERMISSIONS  Security level with Admin permission to configure Checklists & Templates. Refer to Admin security settings. To create form templates for users other than yourself, permission to create them for other users. Refer to Form Templates.

NAVIGATION  Left Navigation Menu > Admin > Admin Categories > Automation > Checklists & Templates  > Document Merge Templates

About document merge

Document templates are used with the Document Merge feature to create PDF documents from a combination of a template and data from Autotask. For more information, refer to Creating documents with Document Merge.

TIP  A maximum of 200 active templates are allowed. If you have reached the maximum of 200 active templates, you will have to inactivate one to add a new active one. Refer to Menu options.

How to . . .

Click the column header to sort by that field.

Click New at the top of the table. Refer to Adding and editing Document Merge Templates.

Option Description

Edit, Edit [Entity Name]

Puts the selected row into Edit mode or opens the Edit <Option> dialog. The fields that can be edited are usually the ones you populate when you create a new list item. Make your changes and click Save, or Cancel.

NOTE  On some pages, you may not be able to edit System options.

Copy, Copy [Entity Name]

Creates a copy of the selected option. The name is the same as the original, followed by (Copy).

Activate/Inactivate, Activate/Inactivate [Entity Name]

New options are active by default.

  • When an option is inactivated, it is no longer available for use, but existing associations with other entities remain in place and in effect.
  • You will be unable to inactivate an option that is referenced elsewhere.

NOTE  Sometimes, the association that prevents inactivation is not obvious. For example, to inactivate a ticket status associated with Incoming Email Processing, you must select a different one first.

Delete, Delete [Entity Name]

The ability to delete an option is severely restricted. List options cannot be deleted if:

  • The option is a system option
  • The option is the default option where a default is required
  • The option is associated with (has been used for) an entity

IMPORTANT  To preserve data integrity, Autotask prevents deletion of entities that have dependent entities or are referenced elsewhere! If you are unable to delete an entity, you should inactivate it to make it unavailable for use.