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.
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.
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.)
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