A default template saves you from choosing a template each time you create a document. When you set a default, all new documents of that transaction type use it.
From the main menu, click Settings, then click Doc Designer.
Click the transaction type you want to set a default for, for example Sales Orders.
In the Document tab, use the Template Name drop-down menu to select the template.
Select the Default checkbox.
⚠️Important: A default template only applies to documents you create after you set it. Existing documents keep the template they were created with, unless you change it on the transaction.
If you don't select a default template, Unleashed uses its internal default template for that transaction type.
📌Note: A default template set on a supplier or customer record takes priority over your Doc Designer default. For example, a Purchase Order uses the supplier's default Purchase Order template if they have one. See Choose which Doc Designer template a document uses.