How to create a reusable Custom template for Documents?

We'll cover ----------------------------------

1) What is a Custom template?

2) Why you should use Custom templates in Documents?

3) How to create a Custom template from scratch?

4) How to create a Document from a Custom template?

5) How to apply a saved Custom template?

6) How to save an existing Document as a Custom template?

7) How to modify an existing template?

 


 

1) What is a Custom template?

It is a document designed for your business that can be reused repeatedly for your processes.


 

2) Why you should use Custom templates in Documents?

Creating a Custom template can save a lot of your time. You can use the saved template to create a new Document.

 

Capabilities :

  • Create Document Template from scratch

  • Save the Document as a Template

  • Edit/update the saved Template

  • Create a Document from a Custom Template

  • Search a Template by category or name

  • Preview the Template

     


 

3) How to create a Custom Template from scratch?

  • Go to the Document module from the sidebar.

  • Click on the drop-down beside Add new Document and click on New Template

  • This will take you to the Template editor.

  • You can create attractive Document templates here using Images, Tables, Fonts, merge fields, signature placeholders, etc available in the editor.

     

     

  • Give a name to your template from the settings option in the sidebar.

     

  • Every time you make a change in the template, you don't need to manually save it. We have the autosave functionality which will keep saving your Document template every few seconds.

Note: Alternatively, you can also create a new template by going into the Document editor and clicking on the templates menu from the sidebar. Click on All under saved templates. Click on Create new template.

 

 


4) How to create a Document from a custom template? or
5) How to apply a custom template to existing Documents?

  • Go to the Document module from the sidebar and click on the new Document button.

  • Choose a receiver and click create.

  • When you create a new Document, the templates modal window will open automatically to choose a template. (You can find your custom templates in Saved Templates)

  • If you are updating an existing Document then templates can be accessed from the sidebar in the Document editor.

  • If you wish to preview the template before using it, click on Preview.

  • To use the template, click on Use.

 

  • There you go! Now you can start making changes to the applied template if you wish to make any changes.

  • Once the changes are done and the Document is all set to be shared with your Lead/Customer. Click on Send.

 


6) How to save an existing Document as a Template?

  • Find the Document which you wish to save as a Custom template. Click on the three ellipses icon and choose the update option.

  • To save it as a Custom template, click on the three ellipses icon on the top right side.

  • Click on Save as a template.

 

  • That's it! Your template is saved. The name of the template will be "<Your Document Name> Template"

  • You can find it under the saved templates in Templates modal window.

     


7) How to modify an existing template?

To modify an existing template, you need to follow the below steps.

  • Click on All under Saved templates

  • Click on the three ellipses icon on the template which you wish to modify

  • Click on Update.

  • This will open up the template editor, where you can make the necessary changes.

  • Once the changes are done, you can save the template and use it whenever you want to send the Document.

Let Clientjoy help you in saving a lot of your time and give you time to utilize it in doing something productive.

 


 

Do you have questions or feedback? Please feel free to reach Clientjoy support via chat/ email (support@clientjoy.io), or explore Help Center to get information!