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 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 filter/search for a specific Phone call Template: Go to the menu option on the left. Click on Design System, select "Short Messages". Click on the Voice Message button to view the list of all the available Phone call templates. On the Voice ...
ACCESS PHONE CALL TEMPLATES CREATED IN THE SYSTEM To view/access all the Phone call Templates created for your team in the system, follow these steps: Go to the menu option on the left-hand side of the screen. Click on "Design System" and then select ...
Master elements in Perfect Doc Studio are pre-designed elements that can be used as building blocks for creating custom templates for various types of communications, including documents and emails. These elements are provided out of the box to help ...