Creating Templates

How to create templates from a blank Doc or existing templates and how to save a template to workspace

Dominic Adams avatar
Written by Dominic Adams
Updated over a week ago

Templates can be a great way to speed up your workflow. They’re perfect for regular content like newsletters that keep the same structure or for documents like proposals that just need to be personalized. Setting up a template with the general content and layout already in place means you don’t need to start from scratch every time you create content. 

Create a template

To get started, select "Templates" from the drop-down in the top left corner of the Turtl dashboard.

Note: Only Global Admins, Admins, and Brand Managers can manage templates.

Click “Create new” in the top right give your template a name and select a theme (where applicable) under the "Branding" drop-down. Then select a language to be used on the user interface and click "Create".

When creating a new template you have three options: "Use case templates", "Company templates", or "Start with a blank Doc".

From use-case template

Pre-defined "Use case templates" are created by our design team at Turtl, which provide a guide on how you can layout your Doc based on use cases.

From a company template

"Company" templates are Docs that have been previously saved as templates or adaptations of a Doc template (select any existing template by using the scroll bar on the right side or the search bar).

From a blank Doc

Build a new template by clicking on "Start with a blank Doc".

Turning a Doc into a Template

If you have created a Doc you love you can turn it into a template and use it again next time to speed up your own workflow. To do this, locate the Doc in the Docs list and click "Make a template" in the dropdown.

You will then see a message confirming that the template has been created.

Save a template to a Workspace

You can add templates to specific Workspaces which will mean certain templates will only be visible depending on what workspace you are creating from.

To do this you need to go to 'Templates' > Find your template > choose from the dropdown and select "Add to workspace’"

Now you can get to work creating your template. Creating a template is exactly the same as creating other content (Docs) in Turtl. For more information on what you can do within Turtl, you can find other helpful articles here.

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