Building Templates

Getting Started

To create a new template, click on the Create a new Template button on your dashboard.

Create Template

Supported Document types

You can choose any of the following document types to create your document template.

• Online Document Builder

• Word Document (.docx)

• PowerPoint (.pptx)

• Excel Document (.xlsx)

• Fillable PDF (.pdf)

Online Document Builder

Docupilot offers an online builder tool for creating custom templates from scratch.

To get started:

• Click the Create a New Template button on your dashboard.

• Select Build from Scratch > Online Builder.

• Enter a name and description for your template.

• Choose your document's output format, with options such as PDF, HTML, or PNG (image).

Online Document Builder

Other Document Types

Here's how to get started with other supported document types (pdf, xlsx, docx, pptx) in Docupilot

• Click the "Create a New Template" button on your dashboard and choose "Build from Scratch."

• Select the desired template format and upload the document you wish to use.

• Enter a name and description for your template.

• Choose the format for the generated output documents from the dropdown menu.

Template Gallery

The template gallery in Docupilot features a variety of standard templates for different documents, including contracts, invoices, and loan agreements. By identifying the specific document you need, you can quickly select an appropriate template from the gallery, saving time and allowing you to start with a template that meets your exact requirements.

For example, if you need a Rental Lease Agreement template, follow these steps:

1. Click the "Create Template" button from the top panel.

2. Choose "Pick from Gallery" and search for Rental Lease Agreement template and select it.

3. Select desired output document format from the output type dropdown.

4. Update the name and description and click "Create Template".

Selecting the Rental Lease Agreement template from Gallery

Organizing Templates With Folders

You can organize your templates under folders so as to maintain them uncluttered. Docupilot lets you organize all your templates by categorizing them into customized folders of your choice.

Adding Templates inside a particular Folder

• In the templates tab, click on the + button in the folders section.

• Type your desired folder name in the dialog and click on the save button.

• The folder is auto selected so you can start adding your templates, the templates will be added to that folder.

• Navigate to this folder to find the templates created inside this older.

Creating a New folder

You can create a template inside a specific folder or Home folder. You can move them to a folder of your choice by going to Template Preferences and selecting the desired folder from the list.

If you delete a folder, templates inside that folder will be moved automatically to the Home folder.