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Templates

Overview​

Templates are the foundation of document generation. Design once, generate unlimited documents with dynamic data.

Template Types​

  • Attachment Templates - Generate PDF and Excel documents for invoices, reports, contracts, and more

Managing Templates​

Creating Templates​

  1. Click Create Template to start from scratch
  2. Or use Browse Gallery to start from a pre-built template
  3. Or Import an existing template JSON file

Template Actions​

  • Edit - Open the template designer to modify the design
  • Preview - See how the template renders with sample data
  • Duplicate - Create a copy of an existing template
  • Delete - Remove a template (cannot be undone for published templates)

Template Status​

  • Draft - Template is being designed, not yet published
  • Published - Template is live and can be used for document generation

Filtering & Sorting​

Use the filter bar to:

  • Search by template name
  • Filter by status (Draft/Published)
  • Filter by category
  • Sort by name, date created, or last updated

Best Practices​

  • Use descriptive names for easy identification
  • Assign categories to organize templates
  • Test with preview before publishing
  • Keep draft versions for experimentation