You've created a Foleon Doc that ticks all the boxes, and you want to use it as a starting point for new compelling content. By saving your Doc as a template, you empower your team to create on-brand content with just a few clicks.
💡This feature is available for select plans. If you're interested in this functionality, contact our Customer Success Management team.
In this article
Why save a Doc as a template?
When you save a Foleon Doc as a template, you jump-start other creators to create on-brand content.
When a designer saves a Doc template for others to reuse, your workspace doesn't have to worry about staying on-brand. These brand guardrails save time for both designers and creators.
Once you've saved a Doc as a template, it will be visible to your workspace anytime you start a new Foleon Doc. This simplifies the content creation process.
How to save a Doc as a template
Open a project and navigate to a Foleon Doc you'd like to save. Click on the quick actions menu (the 3 little dots) and select Save as Doc template.
💡Only users with admin, designer, and publisher roles are able to save a Doc as a template.
Clicking the Save as template icon will open a pop-up screen where you can name the template.
💡When you save a Foleon Doc as a template, you don't keep the Foleon Doc settings. The Foleon Doc settings will depend on your project:
If the Doc you save as a template is the first Doc in a project, you'll get the default workspace settings.
If you save a Doc as a template in a project with other Docs, it gets the same Doc settings as the most recently created Foleon Doc.
Your Doc template will be saved with a public status, which means your workspace is able to use it.
Your Doc template will appear on the dashboard's homepage and when you create a new Doc in a project.
💡Users with the author role can't create new Docs.
Do you want to prevent your workspace from using it? Change the status to draft in the template overview. Read on to learn how to do that.
Change a Doc template to the draft status
To change your Doc template to a draft status, click templates on the left-hand side of the dashboard. This will open up the template manager.
Click on Docs to check the overview of your Doc templates. Select the Foleon Doc you want to change to draft, which opens the template settings on the right-hand side of the screen.
Once you've changed the status to draft, it will no longer be visible to your workspace anytime they start a new Foleon Doc.
What do I actually save in a Doc template?
You save all of the content, layout, and brand settings. You don't save the Foleon Doc settings — meaning the navigation of your Doc might look different.
What's the difference between duplicating a Foleon Doc and saving a Doc as a template?
When you rely on duplicating a Foleon Doc, you can create versions not checked by the brand owner. Because you duplicate a Foleon Doc multiple repeatedly, minor inconsistencies can creep into the design. A Doc template is a solid foundation that's always ready to use. Creators no longer have to worry about minor errors or brand inconsistencies.
Can I share a Doc template with other workspaces?
Not directly. However, there's a workaround:
Create a new Foleon Doc based on the Doc template
Duplicate this Foleon Doc to a different workspace
In the other workspace, save the Foleon Doc as a Doc template
Can I assign a category to a Doc template?
No. This is not possible yet.