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 to be taken 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 variables 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 now be selected from the Document Gallery.
In order to do this:
Go to Settings -> Docs
Click on the Create New Template button at the bottom of the page to be taken 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 variables 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 now be selected from the Document Gallery.
Updated on: 19/09/2023
Thank you!