Create new template

  1. On the top of the main navigation bar, click 'Templates';
  2. At the top left of the screen, click '+ New template';
  3. Then fill in these details: (fields marked with a star are mandatory).
  • Name: Give the template a name
  • Folder: choose the folder where the template will be placed
  • Style: select the layout (style) of the template
  • Language: select the language in which the document will be written


Advanced settings:

Below the mandatory data entry fields are the advanced settings. These can be checked/unchecked and these are the following settings:


Template settings:

  • Include front page: turn on this setting to show the front page in the document
  • Include table of contents: turn this setting on to show the table of contents in the document 
  • Automatic archiving: select (if required) a date when a template will be automatically archived.


Created documents settings:

  • Enable approval steps for editable content
  • Allow users to create additional appendixes in documents: this gives writers the rights to add new attachments to the document.
  • Show hidden elements: when an element is filtered out in the document, this setting will show a text that the element has been filtered out.


Then click "Create template" to create the template. See this article to set up the template: Template Design


Step 1 & 2:


Step 3: (both images below are the same settings menu, where scrolling can be done before saving).