Create a template

Templates combine a reusable document layout with fields supplied during document generation. Inkit accepts PDF, DOCX, and HTML files when creating a template. Field authoring differs by file type; do not treat every template field as plain-text double-curly-bracket markup.

Creating templates

1. Open Studio and navigate to the location where you want to create the template.
2. Open the menu beside New and select Template. The main New button also opens template creation when template editing is available.
3. In Create New Template, upload a .pdf, .docx, or .html file.
4. Review the required Title and optionally enter a Description.
5. Continue using the dialog’s action. PDF and HTML files open their editor; complete your changes and save there. DOCX creation submits the uploaded template directly.

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Opening a PDF or HTML editor does not finish creating the template. Save in the editor before leaving.

Editing templates

In Studio, open the template’s actions menu and select Edit. HTML and PDF templates open their corresponding editors. DOCX templates open the edit dialog. Save your changes before leaving.

Other template actions

Use Search and Filters in Studio to find an item. Actions depend on your permissions and access to the current folder; disabled actions may explain which access is missing.

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Before deleting a template, check whether a workflow or integration still depends on it.

See also: current walkthrough.