Templates

Understanding templates and their relationship to documents.

Templates in AllDrafts are simply documents that default to opening as a new copy of themselves.

• Templates are starting points for new documents, and are designed so it's harder to accidentally 'edit the template'.

• Templates are distinguished by their dotted-line icons.

When you double-click a template in AllDrafts, it creates a new document, typically with the name "New Template Name".

If you wish to edit a template (and you are the author, or have permission), you can click the 'Edit template' link in the bottom right of the template description.

A template item in the folder view.

Templates can be stored in any folder.

A template does not need to be 'empty'. While an Employment Agreement, for example, might have fields for Employer and Employee, you might choose to have a template in which the Employer field has already been filled in with a specific company's information, speeding creation of new employment contracts for that client.

Creating a Template from a Document

The easiest way to turn a document into a template is to click the status badge next to the document title and choose 'Template' from the dropdown list. This will convert the document you are editing into a template.

The status options for a document.

Alternatively, you can use File > Save copy as template to create a new template document from a snapshot of the document you are editing. (The existing document will be saved and will remain, and a template with the same name created in the same folder, and you will be left in the new template document.)