Rename a merge template

Users with the Template Builder permission can rename merge templates in the Template Builder tab.

Naming your merge templates makes it easy for users in your organization to select the correct template(s) both when generating documents and managing merge templates. It is recommended that names make the template easily identifiable.

Note: Renaming a merge template has no effect on the name of the original template file in Google Drive or the name of any documents previously merged using the template. Renaming the Template does not affect the Generated Name.

Rename a template from the Templates tab

  1. Navigate to the Drive Connect application in Salesforce
  2. Select the Template Builder tab
  1. Find the desired template
  2. Select the icon
  3. Select the Rename
  4. Rename your template and hit enter.

Rename a template from the Template Builder

  1. Navigate to the Drive Connect application in Salesforce
  2. Select the Template Builder tab
  1. Find and select the desired template
  2. In the top left hand corner of the Google Doc editor, rename your template and hit enter.