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 'Manage templates' from the drop-down in the top left corner of the Turtl dashboard. Please note that you can only access a list of templates if you have the Admin role.

Then click “Create new” in the top right.

Give your template a name and select a theme (where applicable). Then select a language to be used on the user interface and click 'Create'.

When creating a new template you have three options: start from a Use case template, My company templates, or start from scratch.

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

    2. 'My 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)

    3. Build a new template by clicking on ‘Start from scratch’

Saving 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 Manage templates > Find your template > dropdown choose ‘Add to workspace’.

Note only Admins can access Manage templates.

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

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