Setting a default document template

How to set a default template.

Updated over a week ago

Edition: Business, Enterprise

User-level: Assistant System administrator, System administrator

Previous steps: Setting up your template

Now that you have finished setting up your document template you can make it the default if this is going to be your main template. A default template will be the one that is used by default on each new project that you create, as the first template selection. You can still change the chosen template by using Switch Layout if you have multiple templates and need to use a different one.

To set a document template as the default:

  1. Go to Organisation drop down > Settings > Templates > Documents.

  2. Locate the template you want to make the default.

  3. Select the 'pencil icon' on the top right of the template.

  4. Select 'Default' checkbox at the bottom left corner of the page.

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