Getting started and managing templates
An overview and the template lifecycle in Doc Designer: create, export, import, preview, publish, default and delete.
By Heather1 author9 articles
- Doc Designer overviewFind out which documents you can design in Unleashed, which templates are included and what Doc Designer can do.
- Create an editable Doc Designer templateDuplicate a Classic, Formal or existing template so you can customise your own copy.
- Create a blank Doc Designer templateStart a new template from scratch with no pre-populated components, text or images.
- Export a Doc Designer templateDownload a template as a JSON file so you can reuse it in another Unleashed account or transaction type.
- Import a Doc Designer templateUpload a JSON file to add a template from another account or transaction type.
- Preview a Doc Designer templateCheck how your template looks with real transaction data before you publish it.
- Publish a Doc Designer templateMake your template changes available when you print or email documents, or discard changes you don't want.
- Set a default Doc Designer templateChoose the template Unleashed uses by default when you print or email a type of document.
- Delete a Doc Designer templateRemove a template you no longer need and see what happens to documents that use it.