Templates let you turn any document you already use into a reusable form — so every new version is consistent, complete, and quick to produce.
Intro to templates
If your team regularly creates the same types of documents — contracts, invoices, offer letters, proposals — you've probably spent time copying an old version, hunting down the parts that need changing, and hoping nothing gets missed. Templates solve that.
A template is a document you've already written, turned into a reusable form. The structure, formatting, and standard text stay fixed. The parts that change — a client name, a date, a price — become fillable fields. Each time someone needs a new document, they fill in a short form and WordFields makes the document, with every value in the right place.
What you can use as a template
Any Word (.docx), Excel (.xlsx), or plain text file (.txt, Markdown, JSON, CSV and the like) can become a template. Typical examples include:
- Contracts and service agreements
- Invoices, quotes and purchase orders
- HR documents like offer letters and employment agreements
- Business proposals and letters
- Meeting minutes and internal memos
If you've been reusing a document by editing copies of it, it's a good candidate for a template.
How it works
- Click
+ Create newin the left sidebar and pick Word template, Excel template or Plain text template. The editor opens; open your file in it, or drop it in. - In the editor, mark the parts that change each time as fillable fields: select the text (or the cell) and insert a field in its place. Give each field a hint, a name, and the kind of value it takes.
- Click
Create template. Switch to Preview at any time to try the template out as your team will see it. - Anyone on your team opens the template, fills in the form, and clicks
Create document— a complete document in seconds, saved to their device.
Note
The original formatting — fonts, tables, page layout — is always preserved. Only the fields change.
Each kind of file has its own editor and its own page here: Word templates, Excel templates and Plain text templates. What they share — fields, merge tags and formulas — is in Fields in templates, and the rest of the section covers creating documents, the template's files, numbering and notes.
Tip
Reusable text that goes into an email or a message rather than a file — a reply, a follow-up, a memo — is a snippet (a text template). See Using snippets.
