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 comes with pre-made templates, but we encourage you to create and customize your own. You can navigate to this area by clicking "Templates" on the sidebar Menu.
Reusable blocks are what is 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 star Default Templates for Summary and Agenda so that they will be automatically selected when you create documents. The blue star means it is the default Agenda, while the green star means it is the default Summary.
The templates consist of blocks, which you can manage in the "Reusable Blocks" area.
NOTE: An edit made to a block will affect all other templates that have that block. More information on blocks here: How to Add and Edit Blocks
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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