Unpublish a merge template

Unpublishing a merge template makes it so that it is no longer available in the template picker when using the Document Generation feature in the Drive Links lightning component.

A template can be unpublished for any number of reasons including but not limited to permanently retiring a merge template or correcting mistakes in a template that is published.

Unpublish a merge template from the Template Editor

  1. Navigate to the Drive Connect application in Salesforce
  2. Select the Template Builder tab
  3. Find and select the desired template
  4. In the right hand corner of the Google Doc editor select the Status drop down and select Unpublish.