Creating a Template

Templates help reduce repetitive tasks by providing a structure that can be used as the starting point for any new document. When creating a new content document from a template, it will copy the structure along with any data stored in the template. This is useful to avoid having to re-create every field when creating documents that are structurally similar, or that contain content that is repetitive. The following example showcases creating a template that will be used to create doctor information however, this is just one use case, the list of use cases for templates are virtually unlimited.


Templates use the exact same feature set as content documents, and the only difference is that templates can not be published. Once a document is created from a template, there is no association to the origin of the document, this means that you can modify the template, and modifications will not affect existing documents.

To see how templates are used as the basis for new document creation please see: Document Creation