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Create a Template

Minimize repetitive tasks with Templates.

Updated over 3 weeks ago

Templates provide a framework for structured and reusable document generation in Driver Studio.

Create a Template

1. Click on + New Template in the upper right corner of the Templates Page.

2. Give the new template a title.


​3. Add Smart Instructions and other content to the new template.



Create a Page from the Templates View

  1. Navigate to the Templates Page.

  2. Select the ellipsis at the bottom right of the desired template thumbnail.

  3. Select + Create page from template from the drop-down menu.



Create a Page from a Template

1. Navigate to the Templates page.

2. Select a template thumbnail.

3. When viewing the template, click on the + Create page from template button.

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