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How to Create a Document Template
How to Create a Document Template

Detailed instructions for creating your own reusable document templates.

Kevin McGrath avatar
Written by Kevin McGrath
Updated over a week ago

You can convert any document within a Beacon into a reusable template. This is perfect for when you need to save time in future projects.

Please note that this is a premium feature and is only available in paid accounts

To get started, first navigate to the 'Document Settings' tab.

In the Document Settings tab you will see a section titled "Convert this document into a template". Click that button:

A new screen will appear:

Here you have two options:

1. Create a new template

To create a new template, type the name of your template in the box and click 'save'.

Your template has now been created. To return to your document and keep editing as normal click the 'close' button.

2. Replace an existing template

You can replace any existing templates that you have previously created by selecting the template that you want to replace from this list:

When you click an option from this list you will be asked to confirm your choice:

Click 'yes' to confirm that you want to overwrite your previous template and click 'cancel' to return to the previous screen.

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