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Manage document templates

Browse and manage the reusable document templates used to generate reports and documents, from the Templates view of the Reports section.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Templates view​

Navigate to the Reports section and switch to the Templates view; the list of available document templates loads automatically.

Step 2: Review available templates​

Scan the list to see each template's name, type, and when it was last updated.

Step 3: Filter or search templates​

Use the search and filter controls to find a template by name or type.

Step 4: Open a template to view its details​

Select a template to review its structure and settings before using it to generate a document.

Step 5: Create a new template​

Start a new template where you have permission, so it becomes available for generating future documents.

Last updated: 2026-05-31