Document templates

If you regularly create documents with the same structure, for example a board resolution, a report or a project brief, you can save an existing document as a template. Templates are available to everyone in the workspace the next time they create a document.

Create document template

Document templates are created by saving an existing document as a template.

1

Go to Files in the main menu.

2

Navigate to the folder where the document you want to use as template is located.

3

Click the menu icon to the right of the document name and select Save as template.

4

Give the template a clear name and an optional description so other workspace members know when to use it, then click Save.

The template is now available in the template picker when anyone in the workspace creates a new document.

Update document template name and description

1

Go to Files in the main menu.

2

Click the New button and select the New document option from the menu.

3

In the Create new document dialog, click the pen icon on the template you want to rename.

Rename template

4

A dialog appears where you can edit the template name and/or description. Make your changes and click Save to confirm.

Update document template content

Template content can't be edited directly. To update it, create a new document from the current template, make your changes, and save it as a new template. If you no longer want the old template to be used, remember to delete it.

Delete document template

1

Go to Files in the main menu.

2

Click the New button and select the New document option from the menu.

3

In the Create new document dialog, click the trash-bin icon on the template you want to delete.

Delete template

4

Confirm the deletion in dialog.