Octiv Templates allow you to create a starting point for your documents and easily maintain them for consistency. You’ll pre-format the Template in some way for use over and over again. When you build a document from this Template, you can make all the changes you want within that document, without affecting the Template itself. The Template remains unchanged for all your future documents.

You can build templates for any kind of document, customize them to client or project, and use them for maintaining consistency—quickly. When you build a document from a template, you can make all the changes you want within that document without affecting the template itself. It remains unchanged for all your future documents.

Follow these steps to create a template:

  1. From your Dashboard or Documents page, click the Create button at the top right of your screen.
  2. From the dropdown menu that appears, click Template.
  3. Build your template from whatever content, Assets, and Properties you want.

Note: You can use Referenced Content to make sure that your templates stay current.


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