Creating a document template

Document templates are useful because you can create predefined documents and insert placeholders into them which will later be replaced with real user data after the document template is selected.

To create a document template:

1. In the left-hand side menu, click Documents > Manage Templates.
2. Click on Add New button.
3. Use the placeholders on the right to create template content for future use.
4. When done, click Save.

Click the article below to find out how document templates are used when creating a document for a student or an employee:

https://schoolmind.zendesk.com/hc/en-us/articles/360001209251

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