Document Templates let you save a Document layout and reuse it across Projects. Set one up once for daily logs, job-site reports, or close-out docs, then apply it in seconds. Add a cover page, sections, and dynamic fields, and every new Document starts ready to go.
This feature is available on select plans.
On the web
Create a Document Template within a Project
Note: Admins and Managers can create Document Templates.
Open the Project you're working on.
Click Documents and open the Document you'd like to create a template for.
To create the template, click the 3 Dots Icon in the upper-right corner of the Document, then choose Save as New Template.
Title your new template and click Save.
Create a Document Template within the Templates Library
Click Templates within the left-hand navigation menu under Resources.
Navigate to Documents.
Click + Create Document Template.
Add a cover page to a Template
Build a cover page into a template once, and every Document you create from it starts with one. Insert a blank cover page, and it fills in the details for the Project the template is used in, so you don't have to retype the address and date on every job.
Open the template you want to edit.
Click the + Icon, then click Cover Page.
Make any edits to the Cover Page that you like.
Leave the project details blank. Those populate on their own when you use the template in a Project.
Add a section to a Template
Open the template and click the + Icon in the toolbar, then choose Photo Section, Table Section, or Notes Section. Every Document built from the template comes with those sections already laid out.
Add dynamic fields to a template
Stop retyping the same info on every Document. Dynamic fields auto-fill company, Project, and author details, so every new Document made from the template fills in on its own.
Open the template you want to edit.
Type
{{anywhere in the text.Choose a field from the dropdown.
For headers and footers, use + Insert Field instead. See the next section for steps.
Add a branded header or footer
Add your logo or company info to the top or bottom of a Document Template so every Document built from it looks consistent.
Open the template and click into the header or footer area.
Click Replace with Image to upload your own logo or branding, or click + Insert Field to add dynamic info instead, like your Company Logo, Company Name, or Project Name.
Turn on Hide on Page 1 if you don't want the header or footer to show up on the first page.
Once you apply the template to a Document, the header or footer carries over automatically, so every document your crew builds stays on-brand.
In the app
Open a Project and tap on the Documents Section.
Tap the Document you'd like to create a template for.
Tap the 3 Dots Icon in the top-right corner of the Document, then select Save as Template from the menu.
Give your template a title and tap Save.
FAQs
Can videos be saved within a Document Template?
Can videos be saved within a Document Template?
Videos can't be saved in a Document Template.
Can I add a header or footer to a Document Template?
Can I add a header or footer to a Document Template?
You can add a header or footer to a Document Template on the web. Open the header or footer area of a template and either upload your own image or insert a dynamic field like Company Logo or Company Name.
Do sections carry over from a template to a new Document?
Do sections carry over from a template to a new Document?
Sections carry over from a template to every Document you create from it, including Photo, Table, and Notes Sections.
Can templates fill in Project info automatically?
Can templates fill in Project info automatically?
Document Templates can fill in company, Project, and author info automatically with dynamic fields. Type {{ anywhere in the text of a template, then choose a field from the dropdown.
Do dynamic fields update existing Documents?
Do dynamic fields update existing Documents?
Dynamic fields don't backfill onto existing Documents, so Documents you made earlier stay as they are.
What happens if Project info is missing?
What happens if Project info is missing?
If Project info is missing for a field, an em dash (—) shows in its place in the new Document. Add the missing info to the Project, then create the Document again, or edit the field in the Document.
Can dynamic fields be added on mobile?
Can dynamic fields be added on mobile?
Dynamic fields can be added on mobile, but the app doesn't show a dropdown of fields. Instead, type the field name inside double curly braces, then save the Document as a template. Use these fields exactly as written:
{{Document Title}}, {{Date}}, {{Author}}, {{Author Email}}, {{Author Phone}}
{{Project Name}}, {{Project Address}}, {{Company Name}}, {{Company Address}}, {{Company Phone}}, {{Company Email}}
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