Searchable Template Selection in Document & Email Merge (DMM)

When users configure a merge action (Document, Email, or Conditional Templates), the template selection dropdowns display all available templates in a flat list. In orgs with many templates, users must manually scroll through long lists to find the correct one, making the experience time-consuming and error-prone.

This problem is amplified for:

  • Customers with large template libraries
  • Conditional templates with multiple “Use template” dropdowns
    Frequent edits to saved merge actions