Adding templates to manuals
To add manual level templates:
1. Navigate to the manual where you want to create templates.
2. Click the More options icon (
) in the top-right corner.
3. Click Templates.
4. Click New Template.
5. Enter a name and description for the template.
6. You will be directed to the editor. Create your template.
7. To save a template, navigate to the editor and click Save Draft in the top-right corner.
8. To publish a template from the editor, navigate to the editor and click Publish in the top-right corner.
The saved template will not be visible to your team unless you publish it. Your template will be automatically saved and listed in the Templates tab if not published.
To edit a template:
- Navigate to your manual.
- Click the More options icon (
- Click Templates.
- Click the More options icon (
- Click Edit.
To publish an unpublished template:
- Navigate to your manual.
- Click the More options icon (
- Click Templates.
- Click the More options icon (
- Click Publish.
To unpublish a template:
- Navigate to your manual.
- Click the More options icon (
- Click Templates.
- Click the More options icon (
- Click Publish.
To delete a template:
- Navigate to your manual.
- Click the More options icon (
- Click Templates.
- Click the More options icon (
- Click Delete.
To move a manual template to another manual or a space:
- Navigate to your manual.
- Click the More options icon (
- Click Templates.
- Click the More options icon (
- Click Move.
- Click All Spaces to select the space or click All Manuals to select the manual.
- Click Move.
To create a duplicate of a manual template in another manual or a space:
- Navigate to your manual.
- Click the More options icon (
- Click Templates.
- Click the More options icon (
- Click Duplicate.
- Click All Spaces to select the space or click All Manuals to select the manual.
- Give a name for the copy of the template, then click Duplicate.
You can also manage templates in one of the following ways:
From manual settings:
1. Navigate to the manual.
2. Click the More options icon () in the top-right corner.
3. Click Settings.
4. Go to the Templates tab.
From article creation:
1. Navigate to the manual.
2. Click the Add icon (
).
3. Click From Templates.
4. Go to the Custom template tab.
5. Click New template.
Creating custom templates is available only in our Professional plan.
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