How to create a new template

Learn how to create a new template following the steps below.

Step 1: Click on your initials on the bottom left-hand corner of the screen, and go to Company Settings.

Step 2: After navigating to the "Document templates" page, click on "Add template" on the top right-hand side of your screen.

Step 3: You will be redirected to step 1 of 3, where you will set up the document by adding a template name, selecting an item type (Description, Files, Invoicing & Conditions, and Mandate Explanation) and language, creating a description (for internal use only), and, under "Fields & Text," you can enter and format the contents of the template. If you don't want to assign the templates to any buildings at this time, click on "Continue without assigning," but if you want to make the template a default for specific buildings, click on "Assign buildings" and follow the steps below.

Step 4: The second step to creating a template is to select buildings. You can filter the available buildings using the search bar, as well as the Fund, Portfolio, and Templates filters. To assign the buildings, click on the plus sign on the last column. If you need to remove a building from a template, click on the minus sign that will appear once the building is assigned. 

Step 5: The last step when creating a new template is to review all the information that has been added to make sure that the document is ready for use. If you want to make any changes, click on "Edit" and you will be redirected to the previous step(s). However, if you are done, click on "Save template."

If you have any questions, please contact our Support team.

• Related Articles

• How to create a maintenance plan

  In order to create a new maintenance plan, follow the steps below. Step 1: Within the asset page, navigate to the LTMP tab. Step 2: Click on "Create plan" on the top right-hand side of the screen. Step 3: Select a template, which could be an empty ...

• Create a new supplier

  To manage your Suppliers, hover over General on the left-hand side of your screen and select Companies. Step 1: Add a new supplier by clicking on Add New Company on the right-hand side of your screen. Step 2: A form will appear on the right side of ...

• Create a new ticket

  To create a ticket, follow the steps below. Step 1: Click on the New Ticket button on the top right-hand side of the screen. Step 2: A pop-up will appear, where you can select the building you want to create a report about, and click on Continue. ...

• Create a new contact person

  When creating a new bid room and requesting a new quote, if you need to add a contact while in a new tender or contract, follow the steps below: Option 1: Creating a new contact person Step 1: Click on "+ Create a new contact." Step 2: Add the new ...

• Create a new utility meter

  If your goal is to create a meter profile for an asset, follow the steps below. Step 1: Navigate to the Utilities tab. Step 2: Select the tab for the utility you would like to add a new meter to. Step 3: Click on Add [Energy, Water, or Waste] Meter. ...