Templates: Overview
What you can do: Create Document Templates
Document Templates are an accumulation of blocks to create a template - usually an Agenda or Summary.
Pulse360 has pre-made templates, but it’s recommended that you create and customize your own. Click “Templates” on the sidebar menu to access the library.
Reusable blocks are what are used to build a template. They can be used across all templates. For example, you can create a "Signature" block and add it at the end of all your templates. If you edit the block, all templates that have this block will also be edited.
You can mark templates as Default Templates for your templates to automatically select them when you create documents - Agenda and Summary.
The templates consist of blocks, which you can manage in the "Manage Blocks" area in the upper right
Tips
- If you edit a block, any other template that has that block will also be edited.
- How to Create and Edit a Document Template
- How to Add and Edit Blocks
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