Creating Documents Templates
Document templates are created to optimize and standardize the document creation process. They serve several important purposes:
- Consistency: Templates ensure that documents have a uniform appearance and style.
- Efficiency: They save time by providing a predefined structure and placeholders for content, eliminating the need to start from scratch with every document.
- Accuracy: Templates can include predefined content, reducing the risk of errors or omissions in critical information.
- Compliance: Templates can include standard legal or regulatory language, ensuring documents meet compliance requirements.
- Customization: While providing a structured framework, templates can also be customized to suit specific needs or individual preferences.
- Productivity: They empower users to quickly generate documents without requiring extensive design or formatting skills.
To create a document template:
- Go to Settings⚙ and navigate to the Documents → Templates section.
- Click + Add button.
- Add the template details in the Details block:
- Template Name - Enter a distinctive and unique name for the Template.
- Category - Select a document category.
- Language - Select the language for the variables.
- Use the HTML editor to add the template text.
- You can type the text directly here, or you can select Upload Word Template, to upload your Word document and use the provided tools to further polish your document.
- Select the place in the text where you want to add the variable and click the <+> (plus) icon next to the variable name to add it to the template.
Tip: Before saving the changes, you can click the View button to preview what the template looks like.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/9lSa9Rpqa6.gif)
To delete the template just click on the Bin 🗑️ icon and then confirm the action by clicking the Delete button or by clicking on the template name and clicking the Delete button within the template editor.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/Si7m3FyrAQ.gif)
To edit the template, just click on it and you will be navigated to the template editor where you can make the necessary adjustments.