Choose the templates new documents use by default

Default templates help give you a running start when creating new sales documents. Setting a template as default will add that template’s style and format settings to all your future projects. It's a great way to keep your documents consistent while pumping out fresh content.

To set a default template, open your Template Library by selecting Templates from the navigation bar:

Once in the Template Library, hover your cursor over a template until a grey bookmark appears:

Selecting that bookmark icon will turn it green, and set it as your default template.

What default Templates affect

We use the default template's style and formatting options in the Section Library. We'll also use this formatting any time you create a new section from the Section Library. This includes:

• Font styles and formatting

• Table styles and formatting

• Page size

• Page orientation

The Section Library and default templates

If you already have an extensive section library, be careful when choosing your default template, because it can override your document settings in unintended ways.

Let's say you have sections saved to your content library from a template set to A4 page size. Setting a default template with a different page size will make those sections look off. However, when you adopt those sections into an A4 template/document, they'll look as intended.