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Create and Use Pages Templates

Pages are a useful tool in CompanyCam, and Pages Templates make it easier to quickly add your commonly used Pages to multiple Projects.

Before you start

Plan Requirements:

  • This feature is available on select plans. If you’re interested in access, our team is available to help walk you through your options.

Permission Role:

  • To create and manage a Pages Template, you'll need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission.

  • All permission roles can apply a Pages Template to a Project.

Platform Availability:

  • Managing Pages Templates is only available on the Web.

On the web

Create a Pages Template

  1. Open the Project you're working on.

  2. Click on the Pages Tab and open the Page you'd like to create a Template for.

  3. To create the Template, click on the Three Dots Icon in the upper-right corner of the Page, then click Save as New Template.

  4. Title your new Template and click Save.

Create a Pages Template within the Templates Library

  1. Click Templates within the left-hand navigation menu under Resources.

  2. Navigate to Pages, then select + Create Page Template.
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Using a Pages Template

  1. Open your Project and click on the Pages Tab, then click + Create Page. From here, a new blank Page will open.

  2. Once your new Page is open, you can choose from recommended AI-generated Templates like Report, Daily Log, or Summary. Select More Templates to see other options.

    Note: To create a blank Page without using a Template, you can begin editing the Page, and the Template options will disappear.

  3. Here you can view your recently used Templates and filter by Your Company Templates, Example Templates, and AI Templates. Click on the Template you'd like to use.

  4. After making a selection, you'll see a preview of the Template. Click Use Template.

  5. A Table of Contents stays pinned on the side so you can jump around long documents without scrolling.

In the app

Create a Pages Template

  1. Open a Project and tap on the Documents Section.

  2. Tap on the Pages Tab and select the Page you'd like to create a Template for.

  3. Tap on the Three Dots Icon in the top right corner of the Page.

  4. From the menu, tap Save Page as Template.

  5. Give your Template a title and tap Save.

Using a Pages Template

  1. Open the Project and tap on the Documents Section.

  2. Tap on the + Button at the bottom of the page.

  3. Tap the Page option from the slide-up menu.

  4. A new Page will open. Here, you can choose to use the Report or Daily Log AI Template, or for more options, select More Templates.

  5. In the Templates Library, you can filter by Your Company Templates, Example Templates, and AI Templates. Tap on the Pages Template you want to use.

  6. You will be directed to a preview of the Template you selected. Review and tap Use.

FAQs

Can videos be saved within a Pages Template?

No. Videos cannot be saved within a Pages Template.

Interested in using AI features for Pages? Here is a guide to creating AI Pages: Using AI Features for Pages.

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