Docs in Productive help teams collaborate, standardize information, and stay consistent across projects.

With doc templates, you can quickly spin up structured content, whether you're creating recurring reports, internal documentation, or project-specific checklists.

You can start a template from scratch or save an existing doc as a template for future use.

1. Open the doc you want to reuse as a base.

2. Click the three dots in the top-right corner and select Save as Template.
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3. In the popup window, give your template a name and description.

4. Click Create to save it to the Template Center.
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1. Click your avatar in the upper right, then go to Customize > Template Center.
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2. Click the + Template button or open the dropdown to select Doc.
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3. Add pages, headings, tables, or any reusable structure you'd like to preserve.

4. Important: To make the template available to others, open the sharing options in the upper right and share it with specific individuals or teams.

📌 If you want everyone in your organization to access the template, select the Employees group.

5. When you're done, click Done in the top-right corner to save your template and return to the Template Center.
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📌 Tip: You can create a doc template from scratch using this method. Once opened, the doc behaves like any other doc—just start building out the structure you want.

Anyone with the Add new docs permission can create doc templates.

📌 Templates created using the Save as Template option are private by default. To make them available to others, you’ll need to share the template with specific users.

To do that, go to the Template Center, open the template, and update the sharing settings. Once shared, the template will appear as an option in the Use a Template dropdown when others create a new doc.

📌 Staff members can create templates for personal use only—they cannot share them with others!
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