![]() ![]() Some characters don't export correctly in documentsĬertain characters and sets of characters aren't supported in document export. Similarly, if you add an image to an entity form, follow this process to upload the image to the Word template. In this example, we're selecting the Appointment entity. In the solution explorer, under Components, expand Entities, and then select the entity. Go to Settings > Customizations > Customize the System. In the following example, we add an EntityImage for a Discuss contract renewal appointment. To show an image for entities that don't have an EntityImage by default, you create an image field for the entity, upload the entity image to a record, and then add the entity image to the Word template. ![]() However, for other out-of-the-box (such as Quote, Business Unit, Appointment, and Email) and custom entities, EntityImage isn't available. I'm unable to see an entity image in a Word template for certain out-of-the-box and custom entities Reasonīy default, only a few out-of-the-box entities-such as Account, Contact, Opportunity, Order, Invoice, Product, Lead, Goal, and Territory-include an EntityImage value for the Primary Image field, which you can use to upload the image to a Word template. This article helps you troubleshoot and resolve issues related to Word templates. ![]()
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