Best Practices in Document Template

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Reference the recommended practices for configuring DataGuide Document Templates to avoid common setup errors and ensure reliable PDF generation.

Overview

Document Templates in DataGuide let admins design formatted PDF output that combines ServiceMax and Salesforce data. Following these practices helps avoid configuration failures, ensures logos and images render correctly, and produces reliable PDFs across field service workflows.

The following table lists the best practices to follow when configuring the document template.

Topic	Best Practice	Impact if not followed
Upload logo	• Make sure a library called Asset Library is available in the Files section. The logo images are saved here. • Make sure this library is shared with the users who create Document templates and upload logos. For information on adding images, see Inserting Images.	Cannot upload logos in the Document Template canvas.