Working with Templates

Document Templates

Table of contents

Templates are preset layouts that make it easy to create and shape different types of documents. Templates help you adhere to standard document styles, ensuring professionalism and consistency across your organization, and reducing the amount of time you spend formatting. Writer has templates for letters, resumes, invoices, greetings, invitations, brochures, and many more. You can also create your own templates, which can be used for future projects.

Let’s take a closer look on how to create custom-made templates and types of templates that can be created in Writer.

Using public templates

Public templates are a list of templates that can be used and accessed by anyone in the world. You can create templates in Writer and share the URL for anyone in the public to view or edit them. You can select from a variety of templates in Writer and add your content to it.

To use a default template,

  1. Go to https://writer.zoho.com/public-templates. The list of all templates will be displayed and you can choose the one that suits your needs.
    Alternatively, open a document and Click File > New from Template. The Templates page will appear.
  2. Select the template you would like to use and click Start with this template located in the right panel of the Template page. A new document will open based on the template you selected.

Create a new personal template

Any of your documents in Writer can be converted into a personal custom template, allowing you to reuse the structure and formatting for future projects.

To create a template,

  1. Open your new template in a fresh document.
  2. Click File.
  3. Select Save as Template.
  4. Give a name to your template and click Save.

Note: To locate your existing templates, click File > New from template > My Templates.

Create org templates

Organizations may require to have their own set of templates to be accessed within the industry. With org templates, you can ensure that everyone in your company is using the same consistent templates.

For example, you can create a fillable form document template and save it as an org template, which can be accessed and used by anyone within the organization. Create merge, sign, fillable, and label templates and use them org-wide or as a personal template, to suit your needs.

To create an org template,

Go to https://writer.zoho.com/documents and click on the Org Templates option under the Templates header. You can start creating a new template that can be accessed by anyone within the organization.

To save any document as org template,

  1. Open a new template or an existing document.
  2. Click File.
  3. Select Save as Template.
  4. Give a name to your template and click Save.

Edit a template

If you want to change anything in a template you've created, you can always go back and edit it.

To edit a template,

  1. Click File > New from template. The Templates page will appear.
  2. Open the My Templates tab. The list of templates you've created will be displayed.
  3. Select the template you want to edit. The template will open in a new tab. Any changes you make will be auto-saved to the template file.

Rename a template

To rename a template,

  1. Click File > New from template. The Templates page will appear.
  2. Open the My Templates tab. The list of templates you've created will be displayed.
  3. Click on the template name and rename it.

Delete a template

You can delete the templates created by you if you find that they are no more necessary.

To delete a template,

  1. Click File > New from template. The Templates page will appear.
  2. Open the My Templates tab. The list of templates you've created will be displayed.
  3. Right-click on the template you want to delete and click Move to Trash.
  4. A dialog box will appear asking you to confirm the deletion. Click Delete to delete your template.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohowriter.com