Templates

Contents

• Overview
• Custom Templates
  • Create a new Custom Template
  • Modifying an existing template
  • Filtering Templates & New pre-made templates
  • Use / Slash command to add your template to an existing document
• Next steps

Overview

You can speed up your workflows with Templates.  You can create your own Templates or check out our convenient, ready-made templates. We provide more than 25 templates that you can check out in the Mac app and the iOS app. 

To create a template on Mac and iPad, just click on the + button in the top right corner. On iPhone, click on the + button in the bottom right corner and select "templates."

 

Templates gallery is available under the new + button

 

Select a template and a new document is created which you can start using, right away!

In this first batch, you will find Templates for many cases, including helping you plan your next travel, preparing a weekly update for your Team, or tracking the results of your Cook-off Challenge with your friends. 

We would love to hear how you find these Templates and the ones you would like to see as the next ones! 

 

Check out every Template and let us know how do you like them!

 

Custom Templates

Create a new Custom Template

You can create your own templates by simply putting the documents in the new My Templates folder or by creating a new document from the folder.

Add your document to the My Templates folder, to use it as a Template right away.

Create a new template from the My Templates view.

1. Go to My Templates
2. Create a New Document

Modifying an existing template

Just double-click on the existing template in the My Templates folder, and choose between creating a new document or editing the template itself. 

 

Edit your existing Templates

 

Filtering Templates & New pre-made templates

Your own templates will show up at the top of the Template Gallery and you can also filter them, based on the subfolders in My Templates.

Your Templates at the top of the Template Gallery 😍

 

Use / Slash command to add your template to an existing document

If you want to paste one of the Template into an existing document, just use / Command to open the Template Gallery and pick the Template you need.

 

Note: Applying a template with the slash function will not carry over its cover or background images.

 

Next steps

We will continue to iterate on Templates. Next step is to introduce them to the Web app! Also, we would love to hear how you find these Templates and the ones you would like to see as the next ones!