Skip to main content

Account 360 Template

This article documents the Account 360 template — a prebuilt account summary you can adapt and customize.

Overview​

The Account 360 template provides a compact account summary PDF that you can import into Viewer and tailor to show the account fields that matter to your users.

Quick reference​

  • Template name: Account 360
  • Output file type: pdf

Download Template​

📥 Download Account 360 Template

What this template does​

Generates a summary PDF for an Account record. Use it as a starting point and update the fields in the template to match your org's schema.

Getting started

Import the template into Viewer and test with one Account record to confirm layout and data.

Data items​

  • Account — primary record (name and key account fields)

Practical example (how to use)​

  1. Import the Account 360 template into Viewer.
  2. Generate a PDF from an Account record and verify the fields displayed.

Best practices​

  • Keep the summary focused on the most useful account fields for your users.
  • Test with real account records before broad use.