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Setting a Default Document Template

How to set a default template.

Updated today

Edition: Business, Enterprise

User-level: Assistant System administrator, System administrator


Once your document template is set up, you can make it the default for new projects. This template will be selected by default, though you can switch to another template if needed.


To set a document template as the default:

  1. 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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