Building Templates
Getting Started
To create a new template, click on the Create a new Template button on your dashboard.
Supported Document types
You can choose any of the following document types for your document template.
PDF Document Builder
Word Document (DOCX)
PowerPoint (PPTX)
Excel Document(XLSX)
Fillable PDF
Choose a document type you want to create and , enter your template's name and description and click on Create a new Template, you will be redirected to the template's content view.
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:
Click the "Create Template" button from the top panel.
Choose "Pick from Gallery" and search for Rental Lease Agreement template and select it.
Select desired output document format from the output type dropdown.
Update the name and description and click "Create Template".
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.
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.
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