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description= Streamline article creation with Document360 s reusable templates, ensuring consistency and efficiency for troubleshooting, release notes, and how-to guides.;
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Text of the page (random words):
create template documentation index fetch the complete documentation index at https docs document360 com llms txt use this file to discover all available pages before exploring further quick start create an article review article publish article customize site invite users set up roles permissions track analytics eddy ai features for creators for readers for integrations key features multiple workspaces languages role based access control single sign on private hosting advanced editor templates variables snippets glossary drive file management custom fields interactive decision trees collaboration tasks custom workflow review reminder import export project site customization custom domain integrations extensions analytics feedback manager api documentation integrate with document360 manage your api docs release notes november 2026 12 11 1 october 2026 12 10 2 october 2026 12 10 1 help troubleshooting self service support ask for a feature community glossary search ctrl k press ctrl k to open search powered by create template updated on aug 24 2026 published on may 30 2026 5 minute s read focus listen print copy page copy as markdown for llms view as markdown view the page as plain text open in chatgpt ask chatgpt about this page open in claude ask claude about this page article summary prev next article templates in document360 are pre designed article structures that you and your team can reuse when creating new articles instead of building the same layout from scratch each time templates provide a consistent structure headings sections and placeholder content that writers can fill in directly templates are available to all team members in the project and can be created from scratch built from an existing article or cloned from a system template all templates are managed from the templates page in content resources document360 provides two types of templates system templates pre built templates automatically created based on your onboarding use case selection these can be edited and cloned but cannot be deleted custom templates templates created by your team these can be edited cloned and deleted note templates support both the advanced wysiwyg and markdown editors the editor type is selected at the time of template creation and cannot be changed afterwards use cases troubleshooting articles create a template with standard sections such as symptoms cause and resolution writers fill in the content for each new issue without rebuilding the structure each time release notes use a template with predefined sections for new features improvements and bug fixes to ensure every release note follows the same format how to guides build a template with an overview prerequisites step by step instructions and related articles sections for consistent how to documentation across the knowledge base glossary api reference pages create a template with sections for endpoint parameters request example and response example to standardize developer documentation onboarding new writers share templates with new team members so they can start writing immediately without needing guidance on article structure or formatting conventions ways to create a template there are two ways to create a template in document360 create a template first then use it to create articles build a template from scratch in the manage templates page once saved it is immediately available for use when creating a new article learn more create an article first then save it as a template write and format an article in the editor then save it as a template directly this is useful when you already have a well structured article that others should replicate learn more both approaches result in a reusable template available to all users in the project create a new template to create a new template in the left navigation bar hover over content tools and select templates the manage templates page will appear click create template in the top right corner the create template panel will appear enter a name in the template name field select the editor type advanced wysiwyg or markdown enter an optional description the character limit is 250 characters including spaces click create the template opens in the editor add and format the content for your template headings placeholder text callouts tables or any other elements relevant to the article type click save or save close from the save dropdown when done the template is added to the manage templates page and is immediately available for all users when creating articles to create an article using a template see create article from template save an existing article as a template any article regardless of its current status published draft review or hidden can be saved as a reusable template open the article in the editor click the more icon in the article header select save as template and click save in the save as template dialog the article is saved as a template and is immediately available in the template library navigate to the manage templates page in content tools to view edit or delete it note during a collaborative editing session only the person who saves the article as a template sees that flow other contributors currently editing the article are unaffected and can keep working without interruption collaborative editing is rolled out in phases so if you don t see it yet it s on its way managing templates once templates are created you can edit clone or delete them from the manage templates page navigate to content tools content resources templates to access all templates in your project edit a template on the manage templates page hover over the template you want to edit and click the edit icon the template opens in the editor to update the template name or description click the edit icon next to the template name at the top make the required changes in the name description or content fields click save note updating a template does not affect articles that have already been created from it those articles will keep the original content from when they were created clone a template cloning creates a copy of an existing template that you can modify without affecting the original this is useful when you want to create a variation of an existing template on the manage templates page hover over the template you want to clone click the clone icon a duplicate template is created immediately with the same content and settings note templates can only be cloned within the same language cloning a template to a different language workspace is not supported delete a template on the manage templates page hover over the template you want to delete click the delete icon and confirm the deletion in the prompt note system templates cannot be deleted deleting a custom template removes it from the library permanently but does not affect any articles already created from it their content remains unchanged best practices create templates for every recurring article type if your team writes the same type of article more than once a template saves time and enforces consistency use placeholder text in templates to guide writers for example describe the issue the reader is experiencing in the error section of a troubleshooting guide this reduces ambiguity and speeds up writing set the editor type carefully the editor type cannot be changed after a template is created choose advanced wysiwyg for rich content and markdown for code heavy or text based articles save polished articles as templates when a well written article follows a structure worth repeating save it as a template directly from the editor rather than recreating it from scratch clone system templates as a starting point instead of building custom templates from blank clone a system template and modify it this is faster and gives you a validated base structure keep template descriptions clear and specific a good description tells writers when to use the template and what type of article it is for especially important when the template library grows large was this article helpful yes no previous article create article next article create with eddy ai related articles create article content creation editor creating an article help support support resources step by step guides document360 customers pricing resources request a demo migration request security private hosting enterprise readiness top features knowledge base portal knowledge base site knowledge base assistant integrations and extensions platform api analytics workflow ticket deflector drive seo support documentation support status feedback contact us contact us support document360 com rating 4 7 3000 about us our team our culture careers terms trust center privacy policy cookie policy soc2
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