Template Management
Collection of help articles to walk administrators through the template creation and management workflows in Finalize.
- Quick Start - Finalize: Creating a Template
- Quick Start - Finalize: Introduction to Template Types
- Adding Dynamic Conditions, Tasks, Language and Tags to a Template Workflow
- Creating a New Draft Template Workflow in Finalize
- Creating a New Request Template Workflow in Finalize
- Creating a New Intake Workflow in Finalize
- Categorizing Templates for Easier Wayfinding
- Cloning an Existing Template Workflow
- Template Mapping Overview and Best Practices
- Best Practices for Creating Salesforce Compatible Templates
- Dynamic Language: Best Practices and Supported Use Case Examples