(ENG) Create template

Creating a Template is the first step to generating documents in Docfield. A Template serves as a base structure: from a single Template, you can create multiple documents. In this guide, you will read step by step how to create and set up a new Template.

In this guide

Open template

1. Choose a template from the library

2. Import a PDF file with AI

3. Create a blank template

Fill in basic information

Template settings

Settings for created documents

Open template

1. Click on Templates in the main navigation bar at the top.

2. Then click on + New Template.

You can then choose from three ways to create a template:

• Use an existing Template from the library

• Import a PDF file with AI

• Create a blank Template

1. Choose a template from the library

The template library contains preconfigured templates with sample texts, Smartfields, and logic. You can use these directly or customize them as you wish.

1. Choose a template from the library.

2. Want to see how it looks first? Click Preview.

3. Click Use Template to select it.

2. Import a PDF file with AI

Want to quickly create a template based on an existing PDF? Then use the Import with AI feature.

1. Click Import with AI.

2. Then click Click to Upload, or drag a file into the upload area.

Docfield automatically analyzes the content of the document and converts it into an editable template with recognized fields and structure. After importing, you can further customize the text, Smartfields, and logic as desired. Also, check the Template properties after importing. Read here how to do that.

3. Create a blank template

Prefer to build a template from scratch yourself?

1. Then click New Template.

2. If the document needs to be signed, check the option Require signatures for all documents.

Fill in basic information

The required fields are marked with an asterisk (*).

• Name: Give the template a clear name.

• Folder: Choose the folder where the template will be saved.

• Style: Select the desired layout and formatting.

• Language: Set the language of the document.

Template settings

• Include cover page: Add a cover page to the document or PDF.

• Include table of contents: Automatically generate a table of contents.

• Auto-archive: Set a date when the template will be automatically archived.

Settings for created documents

• Enable approval steps for editable content: Writers must fill in and approve fields before the document can be finalized.

• Allow users to add extra attachments to documents: Permit writers to add additional attachments alongside the template’s standard attachments.

• Mark hidden elements: Display a notification in the document if an element is filtered out.

Check that all settings are correct, then click Continue to create the template.

You can always change these settings later via the Template properties. Read here how to do that.