Once you've built a doc template, you can apply it to a blank page inside any doc or use it to create a new standalone doc from the Template Center. You can also edit or delete your templates at any time.
Anyone with the Add new docs permission can use doc templates.
š This feature is different from Document Templates, which define the layout of invoices, budgets, or proposals!
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Doc templates are only used for Productive's Docs.
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š This article covers using doc templates. To create one first, see Setting Up Doc Templates.
Applying a Template to a Page
To use a doc template:
Create a new, empty page in any doc, either a standalone doc or one within a project.
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The page must be blank, no content yet, for the Use a Template option to appear.
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āClick Use a Template, then select the desired option. It will populate the current page, along with any additional pages saved in that template.
š Note: Only blank pages can be populated this way. Existing content wonāt be overwritten!
Managing Templates in the Template Center
In the Template Center, youāll now see a Docs category.
š Tip: Use the Type filter to quickly find the template youāre looking for.
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From there, you can:
Use Template: creates a new, standalone doc based on the selected template.
Edit Template: opens the template for changes (e.g. add pages, update content, adjust access).
Delete: moves the template from the Template Center to the Recycle Bin.
š Note: To change the template name and description, select Edit Template, and then Edit Details.
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Any edits you make must be saved using the Done button. Once saved, all changes will appear the next time the template is used.
