Print Templates

Standalone print templates are available for viewing records and items from the agent desktop as well as printing hard copies of incidents, answers, tasks, organizations, contacts, opportunities, quotes, and assets.

You can customize these templates to apply your organization’s brand, add dynamic content, and display any custom fields you may be using. In addition, print templates have been designed to include a list of file attachment links. As long as file attachments exist in the record that the print template references, then that list of attachment links displays. This is especially useful for agents who frequently reference answers. See Links and Dynamic Content Elements.