Creating Your First Template

Creating Your First Template

What you can do: Create Document Template

Create your document templates in Pulse360 to be reused and sent to your clients.

How: Step by step directions on how to do that:

1. Navigate to Templates on the Sidebar Menu. Click the “Create Template” button. Name your template, press "Save," and open the Template by clicking on it.




2. Templates consist of multiple Reusable Blocks. To build your template, press the "Add Block" button in the top right corner. 




3. Select a block that will be in your document. You can use the existing blocks or create a new block. 

NOTE: Reusable Blocks can be applied to multiple templates. When you edit the block, all templates that the block is present on will also be edited. 




4. The topics in the notes equal the topics in the template. They define the content of your document.
Find more information on Topic Merge fields, here: Merge Fields​



5. Add more blocks as necessary. 

6. You can arrange blocks order by dragging them. This is the order that will appear on the final document. 




7. For PDF documents, you can set up Headers and Footers in Document Settings. 




8. Your template is now ready to use. You can use it to send out a document to your clients. 

Tips

  3. Because blocks are reusable, when you update a block, any other template that uses that block will also be updated.

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