Manage templates

Duplicate, edit and delete templates, copy a template ID and see what each permission level allows.

Duplicate a template, copy its ID, or delete it, and see what each permission level allows.

Before you start: editing, duplicating and deleting need Full control on Document templates.

Steps

Duplicate

  1. Right-click a template card and choose Duplicate.
  2. A copy named <name> (copy) is created with the same description, record type, Drive space and layout. You see "Template duplicated".

Edit

  1. Click Edit on the card (or right-click › Edit).
  2. Change the fields and click Save. You see "Template saved".

Copy ID Right-click › Copy ID copies the template's ID. You see "ID copied". Functions use this ID to generate documents.

Delete

  1. Right-click › Delete, or open the template with Edit and click Delete.
  2. In the confirmation "Delete ""? Generated files stay in Drive.", click Delete.

Important: deleting a template cannot be undone. Documents already generated stay in Drive.

Permission levels

Level on the Roles page You can
Can view See the cards and past generated documents.
Can generate Also generate PDFs from records.
Full control Also create, edit, duplicate, preview and delete templates.

Without Full control you see the cards but there are no New template or Edit buttons and the right-click menu has only Copy ID.

Tips

  • Generating can be limited to one record type. A role can be allowed to generate only for specific types.
  • Changing a template does not change documents already made.

Troubleshooting

No access to Templates You need at least Can view on Document templates. Ask a workspace owner.

No templates yet Nobody has created one. With Full control you see a New template button.