View & Copy from existing designs in Document Templates
View & Copy from existing designs in Document Templates
VIEW ALL YOUR TEMPLATES
Go to the left panel in the document template design area.
Click on "Templates" to see a list of all document templates created for your team under the "My Design" tab.
The document templates are grouped into categories for easy browsing.
EDIT, DELETE AND MANAGE TAGS
Click on the preview icon at the bottom right of each template to zoom in and view the design.
Click on the three dots at the top right of the document to edit, delete, or manage tags for the template.
If the template has multiple pages, click on the template to see all the pages.
COPY CONTENT
To copy a page, simply click on the page and it will be added to the current page in the template.
To copy the entire document design onto the current design area, click on "Apply All Pages."
SEARCH CONTENT
For every category, only four templates will be displayed in the "My Design" area. To see all the templates in a category, click on the "See All" link below the category name.
To search for a document template, type its name in the search bar at the top of the "My Design" tab, or filter by category using the options on the side of the search bar.
To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...
SEARCH DOCUMENTS To search for the list of document templates in the system, follow the steps below: 1. Go to the "Design System" section from the main menu. 2. Click on "Documents". 3. On the documents page, you can see the list of all the templates ...
To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...
WHAT ARE REUSABLES? Reusable elements are components within a document that can include text, images, and various design elements, designed for repeated use. Once a particular design section is created, it can be saved for future use in different ...
To view the existing or added variables, select the "Preview and Download" option from the menu on the left. This will display the variables incorporated into the document, along with an option to input data for each variable included in the ...