How do I use templates?
Updated Reading time: 1 min
Templates are reusable files – for example, a letter template, a travel expense report, or a protocol. From a template, you can create a new document with just a few clicks, without having to start from scratch each time.
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Templates are recognizable by a green Template note and are usually stored in a shared templates folder that all authorized users can access.
Finding templates#
All available templates are grouped together in the Templates section.
Open the Files section.
Select Templates in the sidebar.
You will see all templates with their storage location (e.g., "located in: Shared Storage / Templates").
Creating a document from a template#
When you edit a template, a copy is automatically created as a new document – the original template remains unchanged.
Open the desired template with a click.
Click on Edit.
A new document is created from the template and opened in the editor (the filename includes the date and time).
Fill out the document or adjust it. Your changes are saved as a new file.
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The new document is a standalone file. The original template is not changed by this.
Providing templates#
Frequently used files can be marked as templates – they will then appear in the Templates section and carry the Template note. As a rule, templates are centrally maintained in the shared templates folder. If you need a new template, contact the colleagues who manage the templates.
