Google Doc template

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    • #5799
      Steve Matthews
      Participant
      Points: 396

      I have Google docs for my principals report to the BOT.

      I want to keep the format and reuse for each report.

      Does anyone know how to create a template in Google Docs?

    • #5800
      Emma Riddell
      Participant
      Points: 536

      Kia ora Steve,

      It’s really easy once you know how! Set up/create the document that you want to use as your template.

      Navigate to the the create new document in drive, but instead of selecting ‘Blank document’ select ‘From a template’ option. Trust me.

      A dialog box will open asking you to select the sharing options for this, you will then be taken to the template gallery.

      On the right had side is a [Submit template] button.

      Click on this and you will be asked to select a document. Navigate to your newly created template. You can choose to submit a copy instead of the original if you prefer.

       

      There are options to create different categories of templates which I have done for my school. Not necessary if you don’t want to do this. Once you have selected the doc you are going to use for the template hit [submit].

       

       

       

       

       

      Next time you want to use the template, just follow the same steps as above except instead of submitting a template navigate to the one you want to use. It will open in drive as a new document, remember to rename it!

      Note: To make changes to a template in the gallery click on the 3 vertical elipses to the right of each one for options. Documents in the template gallery have this on them

       

      Hope this helps🤔

       

      Ngā mihi maioha

      Emma Riddell 😉

    • #5802
      Steve Matthews
      Participant
      Points: 396

      Awesome, it worked like a charm. Many thanks.

    • #5803
      Rob Clarke
      Keymaster

      Awesome, thanks Emma… glad it worked Steve

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