> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fentufsm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Templates

> Create customizable document templates with dynamic mail merge fields

## Overview

The Document Templates feature allows you to create professional document templates with dynamic content that pulls data from your Fentu FSM system. Using mail merge functionality, you can design templates for invoices, work order reports, service contracts, quotations, and any other documents your business needs.

<Note>
  Document Templates use **mail merge** technology - insert placeholder fields that automatically populate with real data when you generate documents, ensuring consistent, professional output every time.
</Note>

## When to Use Document Templates

Use Document Templates to create:

* Work order completion reports for customers
* Invoice and quotation templates
* Service contract documents
* Technician assignment sheets
* Customer service summaries
* Equipment maintenance reports
* Parts inventory reports
* Custom branded documents with company information

## Document Templates Views

The Document Templates feature has three distinct views:

### 1. List View - Template Management

<img src="https://mintcdn.com/fentu/C3pzkSBx7BqIrzJP/images/fentu-fsm/service-apps/document-templates/document-templates-list.png?fit=max&auto=format&n=C3pzkSBx7BqIrzJP&q=85&s=abffe93eaefd5f05a1c8d66edd8ed91e" alt="Document Templates List View" width="1280" height="720" data-path="images/fentu-fsm/service-apps/document-templates/document-templates-list.png" />

The List View shows all your document templates in a table format:

| Element                       | Description                                                        |
| ----------------------------- | ------------------------------------------------------------------ |
| **Document Templates Header** | Page title and navigation                                          |
| **Search Box**                | Filter templates by name                                           |
| **Template Table**            | Lists all templates with columns for name and actions              |
| **Template Name Column**      | Click to view template details                                     |
| **Actions Column**            | Edit button (blue pencil icon) and Delete button (red trash icon)  |
| **Pagination**                | Navigate through pages if you have many templates                  |
| **Rows Per Page**             | Dropdown to select how many templates to show (5, 10, 25, 50, 100) |

<Tip>
  Click on a template name to view its details, or click the blue edit icon to open the editor.
</Tip>

### 2. View Mode - Template Details

<img src="https://mintcdn.com/fentu/hwQj1zN52k4D8yBe/images/fentu-fsm/service-apps/document-templates/document-template-view.png?fit=max&auto=format&n=hwQj1zN52k4D8yBe&q=85&s=4ea173e54bcb9a203440437b2d75f432" alt="Document Template View Mode" width="1280" height="720" data-path="images/fentu-fsm/service-apps/document-templates/document-template-view.png" />

When you click on a template name from the list, you see a read-only view showing:

* Template name and configuration
* Object module
* Document preview
* Template structure and merge fields

This mode lets you review template content without accidentally making changes.

### 3. Edit Mode - Template Editor

<img src="https://mintcdn.com/fentu/hwQj1zN52k4D8yBe/images/fentu-fsm/service-apps/document-templates/document-template-edit.png?fit=max&auto=format&n=hwQj1zN52k4D8yBe&q=85&s=0929b5ce0e777407d82709c3b5d7198f" alt="Document Template Edit Mode" width="1280" height="720" data-path="images/fentu-fsm/service-apps/document-templates/document-template-edit.png" />

When you click the **Edit button** (blue pencil icon) from the list or create a new template, you enter the comprehensive template editor with four main areas:

1. **Template Header** (Top) - Template name, module selection, and action buttons
2. **Field Insert Panel** (Left) - Browse and insert merge fields from three organized tabs
3. **Document Editor** (Center) - Full-featured Syncfusion word processor
4. **Editor Toolbar** (Top of Editor) - Advanced formatting and document tools

### Navigating Between Views

<Steps>
  <Step title="Access List View">
    Navigate to Document Templates from the main menu (Service Apps section)
  </Step>

  <Step title="View a Template">
    From the list, click on any template name to view its details in read-only mode
  </Step>

  <Step title="Edit a Template">
    From the list, click the blue edit icon (pencil) to open the template editor
  </Step>

  <Step title="Return to List">
    Click "Cancel" from the editor or use the Document Templates menu item to return to the list
  </Step>
</Steps>

<Info>
  The **View Mode** is perfect for reviewing templates without risk of accidental changes. Use **Edit Mode** when you need to make modifications.
</Info>

***

## Edit Mode - Interface Details

The template editor provides a professional document design experience with multiple panels working together:

#### Top Bar - Template Configuration

| Element                      | Description                                                                                               |
| ---------------------------- | --------------------------------------------------------------------------------------------------------- |
| **Template Name**            | Editable text field for naming your template (e.g., "Work Order Completion Report")                       |
| **Object Module**            | Read-only display showing which module this template pulls data from (set at creation, cannot be changed) |
| **Download Sample Document** | Generates a PDF using selected sample data to preview how the template looks with real information        |
| **Save Template**            | Saves your template design, merge fields, and configuration to the system                                 |
| **Cancel**                   | Discards unsaved changes and returns to the template list                                                 |

<Info>
  The Object Module field is read-only after template creation. This ensures data integrity and prevents breaking merge field references.
</Info>

#### Left Panel - "Select Field to Insert"

The left panel organizes all available merge fields into three tabs, making it easy to find and insert the data you need:

**Three Main Tabs:**

1. **Module Fields Tab** - Fields from your selected Object Module and other available modules
2. **System Fields Tab** - Dynamic system-generated fields like dates and current user information
3. **Related Fields Tab** - Fields from modules related to your Object Module

**Module Fields Tab Components:**

| Component               | Function                                                                       |
| ----------------------- | ------------------------------------------------------------------------------ |
| **Module Dropdown**     | Select which module's fields to browse (defaults to Object Module)             |
| **Sample Data Section** | Choose a sample record from your data to test merge field output               |
| **Fields Label**        | Header indicating the field list section                                       |
| **Field Search Box**    | Filter/search fields by name or label to quickly find specific fields          |
| **Clear Button (×)**    | Clears the search filter to show all fields again                              |
| **Field List**          | Scrollable list of all available fields for the selected module                |
| **Field Buttons**       | Click any field to insert its placeholder at the cursor position in the editor |

<Tip>
  Use the Sample Data lookup to select a real record from your system. When you click "Download Sample Document", the template will be populated with this record's actual data, allowing you to test how merge fields render.
</Tip>

**System Fields Tab Sections:**

The System Fields tab groups related fields into sections:

| Section          | Fields Available                                                                 |
| ---------------- | -------------------------------------------------------------------------------- |
| **Date & Time**  | Current Date, Current Time, Current Date & Time, Current Year                    |
| **Current User** | User Full Name, User Email, User Phone, User Job Title, User Department, User ID |

Each field button displays:

* **Label** - Descriptive name (e.g., "Current Date")
* **Placeholder** - Actual merge code (e.g., `<!current_date>`)

**Related Fields Tab Components:**

| Component                        | Function                                                         |
| -------------------------------- | ---------------------------------------------------------------- |
| **Related Lists Dropdown**       | Select which related module to pull fields from                  |
| **Insert Relation Table Marker** | Creates a table placeholder that repeats for each related record |
| **Fields Label**                 | Header for the related field list                                |
| **Field Search Box**             | Filter related fields by name or label                           |
| **Clear Button (×)**             | Clears the related field search filter                           |
| **Field List**                   | Scrollable list of all fields from the selected related module   |

<Note>
  Related fields use a different placeholder format: `<!RelationName.field_name>` to distinguish them from main module fields.
</Note>

#### Center - Document Editor (Syncfusion DocumentEditor)

The center area is a professional-grade word processor powered by Syncfusion's DocumentEditor component:

**Editor Features:**

* **Full Page View** - See exactly how your document will look when generated
* **WYSIWYG Editing** - What You See Is What You Get - design with confidence
* **Merge Field Insertion** - Click fields in the left panel to insert placeholders at cursor position
* **Rich Text Editing** - Type regular text, format content, and arrange layout
* **Page Indicator** - Shows current page and total page count at bottom of editor
* **Real-time Preview** - See merge field placeholders as they'll appear in the template

**How Merge Fields Work in the Editor:**

When you click a field in the left panel, the editor inserts a placeholder at your cursor position:

* Module fields: `<!field_name>`
* System fields: `<!current_date>`, `<!current_user.name>`
* Related fields: `<!RelationName.field_name>`
* Related tables: `<table!RelationName,1>`

You can format these placeholders just like regular text (bold, color, alignment, etc.).

#### Top Toolbar - Document Tools

The toolbar above the editor provides advanced document creation features:

**File Operations:**

| Tool     | Function                                                |
| -------- | ------------------------------------------------------- |
| **New**  | Create a new blank document                             |
| **Open** | Load a .doc, .docx, .rtf, or .sfdt file into the editor |
| **Undo** | Reverse the last action                                 |
| **Redo** | Reapply an undone action                                |

**Content Insertion:**

| Tool         | Function                                                     |
| ------------ | ------------------------------------------------------------ |
| **Image**    | Insert images (company logos, diagrams, signatures)          |
| **Table**    | Create tables for structured data (parts lists, labor hours) |
| **Link**     | Add hyperlinks to web pages or email addresses               |
| **Bookmark** | Create bookmarks for navigation within long documents        |

**Document Structure:**

| Tool                  | Function                                               |
| --------------------- | ------------------------------------------------------ |
| **Table of Contents** | Generate automatic table of contents based on headings |
| **Header**            | Add headers that appear at the top of every page       |
| **Footer**            | Add footers that appear at the bottom of every page    |
| **Page Setup**        | Configure page size, margins, and orientation          |
| **Page Number**       | Insert automatic page numbering                        |
| **Break**             | Add page breaks, section breaks, or column breaks      |

**Advanced Features:**

| Tool                | Function                                |
| ------------------- | --------------------------------------- |
| **Insert Footnote** | Add footnotes at the bottom of the page |
| **Insert Endnote**  | Add endnotes at the end of the document |

#### Right Panel - Text Formatting Toolbar

The right-side vertical toolbar provides quick access to common text formatting options:

**Font Formatting:**

| Tool                     | Function                                       |
| ------------------------ | ---------------------------------------------- |
| **Font Family Dropdown** | Select typeface (Arial, Times New Roman, etc.) |
| **Font Size Dropdown**   | Set text size (8pt, 10pt, 12pt, 14pt, etc.)    |

**Style Buttons:**

| Button               | Function                  |
| -------------------- | ------------------------- |
| **B (Bold)**         | Make text bold            |
| **I (Italic)**       | Make text italic          |
| **U (Underline)**    | Underline text            |
| **Strikethrough**    | Add strikethrough effect  |
| **Superscript (x²)** | Raise text above baseline |
| **Subscript (x₂)**   | Lower text below baseline |

**Color Controls:**

| Tool                | Function                         |
| ------------------- | -------------------------------- |
| **Text Color**      | Change font color (color picker) |
| **Highlight Color** | Add background highlight to text |

**Paragraph Alignment:**

| Button          | Function                                            |
| --------------- | --------------------------------------------------- |
| **Align Left**  | Left-align paragraph                                |
| **Center**      | Center-align paragraph                              |
| **Align Right** | Right-align paragraph                               |
| **Justify**     | Justify paragraph (align both left and right edges) |

**Indentation and Lists:**

| Tool                | Function             |
| ------------------- | -------------------- |
| **Decrease Indent** | Move paragraph left  |
| **Increase Indent** | Move paragraph right |
| **Bullets**         | Create bulleted list |
| **Numbering**       | Create numbered list |

<Tip>
  The right-side formatting toolbar provides one-click access to the most commonly used formatting options, while the top toolbar offers advanced document structure tools.
</Tip>

***

## Creating a New Template

<Steps>
  <Step title="Navigate to Document Templates">
    Access Document Templates from the Service Apps section
  </Step>

  <Step title="Enter Template Name">
    Type a descriptive name (e.g., "Work Order Completion Report", "Service Invoice Template")
  </Step>

  <Step title="Select Object Module">
    Choose which module this template pulls data from (Work Orders, Customers, Assets, etc.)
  </Step>

  <Step title="Design Your Document">
    Use the document editor to create your template layout
  </Step>

  <Step title="Insert Merge Fields">
    Add dynamic fields that populate with real data
  </Step>

  <Step title="Save Template">
    Click "Save Template" to store your template for reuse
  </Step>
</Steps>

***

## Template Header

### Template Name

Give your template a clear, descriptive name:

| Good Names                        | Poor Names     |
| --------------------------------- | -------------- |
| "Work Order Completion Report"    | "Template 1"   |
| "Monthly Service Invoice"         | "Doc"          |
| "Equipment Maintenance Checklist" | "New Template" |
| "Customer Service Summary 2024"   | "Untitled"     |

<Tip>
  Use naming conventions that indicate the template's purpose and which module it's for. This makes templates easy to find later.
</Tip>

### Object Module

The Object Module determines which type of data the template uses:

| Module               | Use For                                                          |
| -------------------- | ---------------------------------------------------------------- |
| **Work Order**       | Work order reports, completion summaries, technician assignments |
| **Customer**         | Customer profiles, service histories, contact sheets             |
| **Service Contract** | Contract documents, terms and conditions, renewal notices        |
| **Asset**            | Equipment reports, maintenance logs, asset inventories           |
| **Invoice**          | Billing documents, payment receipts, statements                  |
| **Quote**            | Quotations, estimates, proposals                                 |

<Warning>
  You cannot change the Object Module after creating the template. Choose carefully based on what data you need to include.
</Warning>

### Action Buttons

| Button                       | Function                                            |
| ---------------------------- | --------------------------------------------------- |
| **Save Template**            | Saves your template design and merge fields         |
| **Download Sample Document** | Generates a PDF using sample data to preview output |
| **Cancel**                   | Discards changes and returns to template list       |

***

## Field Insert Panel

The left panel lets you insert dynamic merge fields into your template:

### Module Fields Tab

Insert fields from the selected Object Module:

<Steps>
  <Step title="Select Module Fields Tab">
    Click "Module Fields" if not already active
  </Step>

  <Step title="Choose Module (Optional)">
    Select which module's fields to insert (defaults to Object Module)
  </Step>

  <Step title="Search for Field">
    Use the search box to filter fields by name
  </Step>

  <Step title="Click Field to Insert">
    Click any field to insert its placeholder at the cursor position
  </Step>
</Steps>

**Common Work Order Fields:**

* Work Order ID
* Customer Name
* Address
* Planned Date
* Status
* Type
* Description
* Priority
* Assigned Technician

**Example Usage:**

```
Work Order: <<work_order_id>>
Customer: <<customer>>
Date: <<planned_date>>
Status: <<status>>
```

<Info>
  Field placeholders use double angle brackets `<<field_name>>`. When you generate a document, these are replaced with actual data.
</Info>

### System Fields Tab

Insert system-generated information that's always available:

#### Date & Time Fields

| Field                   | Output                                |
| ----------------------- | ------------------------------------- |
| **Current Date**        | Today's date (e.g., January 23, 2026) |
| **Current Time**        | Current time (e.g., 14:30)            |
| **Current Date & Time** | Combined date and time                |
| **Current Year**        | Current year (e.g., 2026)             |

**Example Usage:**

```
Report Generated: <!current_datetime>
© <!current_year> Your Company Name
```

#### Current User Fields

| Field               | Output                 |
| ------------------- | ---------------------- |
| **User Full Name**  | Logged-in user's name  |
| **User Email**      | User's email address   |
| **User Phone**      | User's phone number    |
| **User Job Title**  | User's position        |
| **User Department** | User's department      |
| **User ID**         | Unique user identifier |

**Example Usage:**

```
Prepared by: <!current_user.name>
Email: <!current_user.email>
Department: <!current_user.department>
```

<Tip>
  System fields are perfect for document metadata, signatures, and tracking who generated a document and when.
</Tip>

### Related Fields Tab

Insert fields from related modules (e.g., Customer data when creating a Work Order template):

<Steps>
  <Step title="Select Related Fields Tab">
    Click "Related Fields"
  </Step>

  <Step title="Choose Related Module">
    Select which related module to pull fields from (e.g., Customer for a Work Order template)
  </Step>

  <Step title="Browse Fields">
    The panel shows all fields from that related module
  </Step>

  <Step title="Insert Field">
    Click to insert related field placeholders
  </Step>
</Steps>

**Example: Work Order Template with Customer Info**

```
Customer Name: <<customer.name>>
Customer Phone: <<customer.phone>>
Customer Email: <<customer.email>>
Service Address: <<customer.address>>
```

<Note>
  Related fields let you create comprehensive documents without manually entering information that's already in the system.
</Note>

***

## Document Editor

The center area is a full-featured word processor:

### Text Formatting

| Feature                     | Description                   |
| --------------------------- | ----------------------------- |
| **Font**                    | Choose typeface and size      |
| **Bold, Italic, Underline** | Standard text styling         |
| **Text Color**              | Set font color                |
| **Highlight**               | Background color for text     |
| **Alignment**               | Left, center, right, justify  |
| **Lists**                   | Bulleted and numbered lists   |
| **Indentation**             | Increase/decrease indentation |

### Advanced Features

<AccordionGroup>
  <Accordion title="Tables" icon="table">
    Insert tables to organize data in rows and columns. Perfect for itemized lists, parts inventories, or time tracking.

    **Use Cases:**

    * Parts used in a repair
    * Labor hours breakdown
    * Service checklist items
    * Pricing tables
  </Accordion>

  <Accordion title="Images" icon="image">
    Add your company logo, product images, diagrams, or signatures. Images can be resized and positioned anywhere in the document.

    **Tips:**

    * Add logo in header for branding
    * Include equipment photos in service reports
    * Insert signature blocks for approvals
  </Accordion>

  <Accordion title="Headers and Footers" icon="heading">
    Create headers and footers that appear on every page. Great for company info, page numbers, and document dates.

    **Common Uses:**

    * Company name and logo in header
    * Page numbers in footer
    * "Confidential" watermarks
    * Document version info
  </Accordion>

  <Accordion title="Styles and Formatting" icon="paintbrush">
    Apply consistent styling throughout your template using predefined styles (Heading 1, Heading 2, Normal, etc.).

    **Benefits:**

    * Consistent look and feel
    * Easy bulk formatting changes
    * Professional appearance
  </Accordion>
</AccordionGroup>

### Inserting Merge Fields in Editor

1. **Position Cursor** - Click where you want the field
2. **Select Field** - Click a field in the Field Insert Panel
3. **Field Appears** - Placeholder inserts at cursor (e.g., `<<customer>>`)
4. **Format As Needed** - Apply bold, color, alignment to the placeholder
5. **Continue Designing** - Add more text and fields

<Warning>
  Don't modify the placeholder text (e.g., changing `<<customer>>` to `<<Customer Name>>`). This will break the merge functionality.
</Warning>

***

## Sample Document Generation

Test your template with real data before deploying:

### How to Generate a Sample

<Steps>
  <Step title="Select Sample Record">
    Choose a sample work order, customer, or record from your system
  </Step>

  <Step title="Click Download Sample Document">
    Button becomes enabled once a sample record is selected
  </Step>

  <Step title="Review PDF">
    Opens a PDF with your template populated with actual data from the sample record
  </Step>

  <Step title="Check Merge Fields">
    Verify all placeholders replaced correctly with real information
  </Step>

  <Step title="Revise if Needed">
    Return to editor to adjust layout, add missing fields, or fix formatting
  </Step>
</Steps>

<Tip>
  Always generate a sample document before saving your template. This catches formatting issues, missing fields, and layout problems before you use the template in production.
</Tip>

### What to Check in Sample Documents

<CardGroup cols={2}>
  <Card title="Field Replacement" icon="check">
    Ensure all placeholders were replaced with actual data (no `<<field>>` visible)
  </Card>

  <Card title="Formatting" icon="align-left">
    Check that text alignment, fonts, and spacing look professional
  </Card>

  <Card title="Layout" icon="table-cells">
    Verify tables, images, and sections are positioned correctly
  </Card>

  <Card title="Page Breaks" icon="file">
    Confirm multi-page documents break naturally, not mid-section
  </Card>
</CardGroup>

***

## Example Templates

### Work Order Completion Report

```
WORK ORDER COMPLETION REPORT

Work Order #: <<work_order_id>>
Date Completed: <!current_date>

CUSTOMER INFORMATION
Name: <<customer.name>>
Address: <<customer.address>>
Phone: <<customer.phone>>

WORK PERFORMED
Type: <<type>>
Description: <<description>>

Technician: <<assigned_technician>>
Status: <<status>>

Completed by: <!current_user.name>
Date: <!current_datetime>
```

### Service Invoice Template

```
INVOICE

Invoice Date: <!current_date>
Customer: <<customer.name>>
Address: <<customer.address>>

Work Order: <<work_order_id>>
Service Date: <<planned_date>>
Service Type: <<type>>

Description:
<<description>>

Parts Used:
[TABLE with parts, quantities, prices]

Labor:
[TABLE with hours, rates]

Total: $<<total_amount>>

Payment Terms: Net 30
Company Logo [IMAGE]
```

### Equipment Maintenance Report

```
EQUIPMENT MAINTENANCE REPORT

Asset: <<asset.name>>
Serial Number: <<asset.serial_number>>
Location: <<asset.location>>

Maintenance Date: <!current_date>
Technician: <!current_user.name>

Maintenance Performed:
<<maintenance_description>>

Parts Replaced:
<<parts_used>>

Next Maintenance Due: <<next_maintenance_date>>

Technician Signature: _________________
```

***

## Tips and Best Practices

<AccordionGroup>
  <Accordion title="Design for Clarity" icon="eye">
    Use clear headings, sections, and white space. Documents should be easy to scan and understand at a glance.
  </Accordion>

  <Accordion title="Test with Multiple Records" icon="database">
    Generate samples using different work orders, customers, etc. to ensure your template handles various data scenarios (long text, missing fields, etc.).
  </Accordion>

  <Accordion title="Include Company Branding" icon="building">
    Add your logo, company colors, and branded header/footer to every template for professional, consistent output.
  </Accordion>

  <Accordion title="Use Tables for Structured Data" icon="table">
    When displaying multiple items (parts, tasks, hours), use tables instead of paragraphs for better readability.
  </Accordion>

  <Accordion title="Add System Fields for Tracking" icon="clock">
    Include generation date, user who created the document, and timestamps for audit trails and record-keeping.
  </Accordion>

  <Accordion title="Name Templates Descriptively" icon="tag">
    Use clear, specific names so other users can find the right template quickly: "Monthly Maintenance Invoice" not "Template 3".
  </Accordion>

  <Accordion title="Version Your Templates" icon="code-branch">
    Include version numbers or dates in template names if you update them frequently: "Service Contract v2.1".
  </Accordion>

  <Accordion title="Consider Mobile Viewing" icon="mobile">
    Many users will view PDFs on phones or tablets. Use readable fonts (12pt+) and avoid tiny tables or dense text.
  </Accordion>
</AccordionGroup>

***

## Common Questions

<AccordionGroup>
  <Accordion title="Can I use the same template for different modules?" icon="question">
    No, each template is tied to a specific Object Module selected at creation. If you need similar templates for Work Orders and Service Contracts, you must create separate templates for each.
  </Accordion>

  <Accordion title="What happens if a merge field is empty?" icon="question">
    If a work order doesn't have data for a field (e.g., no description), the placeholder will be replaced with blank space. Design your template to handle optional fields gracefully.
  </Accordion>

  <Accordion title="Can I include images dynamically from records?" icon="question">
    Currently, images must be static (added during template design). Dynamic images from work orders or assets are not supported. You can add placeholders for users to manually insert images after generation.
  </Accordion>

  <Accordion title="How do I edit an existing template?" icon="question">
    Navigate to the Document Templates list, find your template, and click "Edit". Your template loads in the editor where you can make changes and save.
  </Accordion>

  <Accordion title="Can multiple users use the same template?" icon="question">
    Yes! Once saved, templates are available to all users with appropriate permissions. This ensures consistent document formatting across your organization.
  </Accordion>

  <Accordion title="What format are generated documents?" icon="question">
    Documents are generated as PDFs, which ensures consistent formatting and prevents editing after generation. PDFs can be emailed, printed, or stored in records.
  </Accordion>

  <Accordion title="Can I include conditional content?" icon="question">
    Advanced conditional logic (e.g., "if priority is high, show this text") is not currently supported. All merge fields are included in every generated document.
  </Accordion>

  <Accordion title="How do I delete a template?" icon="question">
    From the Document Templates list view, select the template and use the delete option. Be cautious - deleted templates cannot be recovered.
  </Accordion>
</AccordionGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Work Orders" icon="clipboard-list" href="/work-orders/work-orders">
    Learn about work order data available for templates
  </Card>

  <Card title="Service Contracts" icon="file-contract" href="/service-management/service-contracts">
    Create contract templates with service agreement data
  </Card>

  <Card title="Customers" icon="users" href="/customers/overview">
    Understanding customer data for mail merge
  </Card>

  <Card title="Assets" icon="box" href="/customers/assets">
    Equipment and asset information for templates
  </Card>
</CardGroup>