1. Template Visualization
1.1. List View
- Organized display of all available templates
- Quick view of created template records
- Intuitive interface for template management
1.2. docu2.me Files Component
- Dedicated area for storing finalized templates
- Quick access to template files
- Centralized document organization
2. Template Management
2.1. Available Actions
For each existing template, you can:
- Use the template directly
- Edit using Docu2.me
- Clone to create a new version
- Delete unused templates
2.2. Template Properties
- Detailed view of template characteristics
- Creation and modification information
- Template-specific settings
3. Creating New Templates
3.1. Prerequisites
Before creating a template:
- Have a finished base document
- Save the document in “.docu2me” format
- Ensure content is suitable for use as a template
3.2. Creation Methods
Two ways to create templates:
- Upload existing document:
- Upload the .docu2me file
- Configure template properties
- Create new using docu2.me Files:
- Access the docu2.me editor
- Create document from scratch
- Save as template