A template's files live in its details pane — edit, rename, describe or delete a file there, and add another file for a different language or variation.
A template's files
Open a template from the content list and its details pane shows, under Create a new document, the file the documents are made from — a Word, Excel or plain text file — as a card with its name and description. Each card has Edit template, which opens the file in its editor, and a ⋯ menu:
- Open in new tab — The file's form, to create a document, in a new tab.
- Properties — The file's name, description, language and notes (below).
- Rename — The file's name; its extension can't change.
- Delete — Removes the file. A template keeps at least one file, so its only file can't be deleted.
Note
Only Admins and Managers see the menu and Edit template. Members see the card and click it to create a document.
Replace or change the file
There is no separate upload: the file is changed in its editor. Click Edit template, make the change — in the browser, or in Word or Excel through Edit in Word / Edit in Excel — and save. Documents already created are not affected. See Word templates.
File properties
Choose Properties in the file's ⋯ menu:
- Filename — The name of the file, without its extension.
- Description — Shown on the file's card in place of Microsoft Word template; tells the file from the template's others.
- Language — The language dates and numbers in documents made from this file are formatted in.
Defaultuses the workspace's language. See Workspace settings. - Notes and guidelines — Instructions shown with this file when a document is created from it. See Notes and guidelines.
Click Save. The same Language and Description are also set from the editor: the File properties button next to the file's name in its toolbar.
Several files in one template
A template can hold more than one file — the same contract in two languages, a short and a long version of a letter. Click Add another template under the file cards: the editor opens for a new file of the same kind, and Add template adds it to the template. Give each file a Description so your team can tell them apart.
When a template with several files is opened, a page first asks which file to edit or to make the document from.
Tip
This is an uncommon setup. If you're just getting started, a single file per template is all you need.
The template itself
The template's own name, description and notes are in Details on the pane's toolbar; its document numbering in Numbering; who can see it in Manage access, where it is set on the folder. See Notes and guidelines, Automatic document numbering and Roles and permissions.
