How do I create more Document Templates?
In WriteUpp, users with the role of Site Administrator have the ability to create custom Document Templates.
In order to do this:
- Go to Settings -> Docs
- Click on the Create New Template button at the bottom of the page. This will take you to the 'Document Template Builder' page
- Enter a Name and a Description for the Template
- Enter the details of the document in the editor
- Select any variables that you wish to insert into the document by clicking on the VAR button in the editor. These will be automatically populated with the client's details when you use the template.
- Once you are finished, click Save
- This template can then be selected from the Document Gallery when you go to Create -> Document.
Updated on: 07/05/2024
Thank you!