## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I associate personalized templates with my customers or vendors?

You can personalize PDFs and the emails you send to your customers and vendors by customizing them. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Customers**, or go to _Purchases_ on the left sidebar and select **Vendors**.
*   Select the customer or vendor.
*   Click _More_ at the top of the customer’s or vendor’s _Details_ page and click **Associate Template** from the dropdown.
*   In the pop up that appears, select the dropdown next to the entity whose template you want to change and select the new template from the dropdown.
*   Click **Save**.

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