You can use templates that your team has created to speed up your workflow. This could be creating a document that follows a standard format or personalizing proposals for your readers. When you create a new document, you’ll be able to choose from the templates that have already been created, or you can start with a blank Turtl Doc.

Give your document a name, choose the correct theme and language then click ‘Create’ to get started.

A pop-up box will appear where you have three options:

  • 'Use case' templates are templates which have been created by Turtl’s design team. These templates show best-in-class design for common content types. They’re a great place to start to see what’s possible. These can be adapted / built upon and saved in My company templates from the Doc list

  • 'My company' templates are templates which have been created by you or members of your team either from scratch or using one of the 'Use case' templates. Anyone with permission to create content can create a template which will be added to this view. A template in 'My company' can be updated at any time from Manage templates in your account settings

  • Start from scratch.

Can’t find the template you need? Search the name of your template and it will surface.

Once you choose to use a ‘My company' template that has been prepared by your team, you will be able to flip through to see how the Doc will look in its entirety.

Once you are happy with the template, click on ‘Use template’ and continue to edit.

Note you are able to add a description to appear next to your 'My company' template by adding it into the settings of your Turtl Doc. To do so select ‘Settings’ from the Doc's drop-down menu next to 'Edit'.

Once in the 'General' tab, simply add a description and click ‘Save’.

This description will be used when publishing the Doc and is needed for SEO and Indexing, too.

How to save a Doc as a Template

To save a Doc as a template you will need to go to the drop-down menu next to Edit and then choose ‘Make a template’.

To learn more on creating templates in Turtl, click on this insightful article here.

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