Templates

Templates turn the documents you produce repeatedly into form-driven generators. Answer a questionnaire, watch a live preview take shape, and generate finished Word documents — the same engagement letter, will, or board paper every time, with only the answers changing.

Templates live on the Workflows page: select the Templates tab there to open your team's library and the documents produced from it.

Concepts

• About templates — the concepts: questionnaires, the live preview, sessions, and multi-document templates.

Guides

• Create a template — import an exported template, or build one from your own Word documents.
• Generate a document from a template — start a session, fill in the form, and produce your documents.
• Export and version a template — share a template as a portable file, and import a new version of it.
• Supersede a template — mark a template as out of date without deleting it.

Reference

• The Templates tab — the templates table, its columns, toolbar, and row actions.