SettingsDocument Templates
Document Templates List
How the Document Templates list works, including defaults, seeded templates, reset, edit, and delete actions.
Open Settings > Document Templates when you need to control the layouts and message bodies Work Planner uses for printed documents, emailed documents, and text-style templates. This list is the control panel for default templates, seeded templates, and your own custom templates.
What You See First
- Create Template: Opens the create screen for a new template.
- Template rows: Each row shows the template name, type badge, description when one exists, and the last updated date.
- Type badge: The badge shows which document group the template belongs to, such as worksheet, invoice, quote, customer, or job.
- Default badge: Shows which template is currently the default inside that type.
Working From a Row
- Star icon: Sets that template as the default for its type. Setting one template as default removes the default flag from the other templates in the same type.
- Edit: Opens the edit screen for that template.
- Reset: Appears on seeded templates only. It restores the template back to Work Planner's default content and default naming for that type.
- Delete: Appears on non-seeded templates only. You can delete custom templates, but seeded templates are protected from deletion.
Seeded and Custom Templates
- Seeded templates: These are the templates Work Planner provides for you. You can edit them, and you can reset them later if you want to go back to the original version.
- Custom templates: These are templates you created yourself. They can be edited or deleted, but there is no reset-to-default action because they did not start from a seeded record.
What Changes Elsewhere
Default templates from this page feed later print, email, and text-document actions. That means a change here can affect how worksheets, invoices, customer documents, job slips, or quote documents come out the next time your team sends or prints them.
Related articles
- Creating a Document Template: The next step when you need to add a new template record.
- Editing a Document Template: Covers the full edit screen behind the row action.
- Template Distribution and Use-Case Fields: Explains how print, email, text, and full-page choices affect later use.