SettingsDocument Templates
Creating a Document Template
How to create a new document template, what each field is for, and which choices are not made on this screen.
From Settings > Document Templates, click Create Template to open the create screen. This is the place to build a new template record from scratch instead of editing one of the seeded defaults.
Fields on the Screen
- Name: The label shown back on the template list. Use something your team will recognise quickly when they are setting defaults or choosing what to edit later.
- Description: Optional helper text for the list page. This is useful when the template name is short but the use case needs more explanation.
- Use full page: Controls whether each generated document should sit on its own page or whether Work Planner can fit multiple documents onto one page where that output supports it.
- Distribution Types: Choose whether the template is intended for print, email, text, or a combination of those methods.
- Template Editor: This is where you build the actual template body. If you switch the distribution to text only, the rich editor is replaced by a plain text area for SMS-style content.
One Important Thing This Screen Does Not Ask
There is no visible template-type picker on the standard create screen. The regular create flow starts from the worksheet-style setup that Work Planner provides here. If you need to change one of the existing invoice, quote, customer, or job templates, it is usually clearer to open that template from the list and edit the existing record instead.
What Happens After Save
- Back to the list: Saving returns you to the document-templates list.
- Seeded status: New templates are created as custom templates, not seeded ones. That means they can be deleted later if you no longer need them.
- Default status: This screen does not make the new template the default automatically. If it should become the default for its type, set that from the list afterwards.
Related articles
- Document Template Editor: Covers the visual editor, HTML editor, and dynamic blocks in more detail.
- Template Distribution and Use-Case Fields: Useful when you want a clearer explanation of print, email, text, and full-page behaviour.
- Document Templates List: The page you return to after saving.