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Creating Page Templates

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

Pages Templates let you save a Page layout and reuse it across Projects. Set one up once for daily logs, job-site reports, close-out docs, whatever your crew runs on and apply it in seconds instead of starting from scratch every time.

This feature is available on select plans. Creating and managing Templates is only available on the web.

On the web

Note: Only Admins and Managers can create Pages Templates.

  1. Open the Project you're working on.

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

  3. To create the Template, click the 3 Dots Icon in the upper-right corner of the Page, then choose 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.

  3. Click + Create Page Template.
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In the app

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

  2. Tap the Page you'd like to create a Template for.

  3. Tap the 3 Dots Icon in the top right corner of the Page and, from the menu and select Save Page as Template.

  4. Give your Template a title and tap Save.

FAQs

Can videos be saved within a Pages Template?

Videos can't be saved within a Pages Template

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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