Master Templates are in-house templates organized into various categories and can be customized to meet users' specific requirements. These templates are designed to help users get started with the system and facilitate document creation. For instance, if you need to design an offer letter, a template model for this purpose will be available in the Master Templates section, created by PDS. Users can select these templates and modify them as needed.
Follow these steps:
1. While creating a document, after entering the necessary information such as the document name, category, page size, and team, the user will see an additional button labeled "Click here to select a design."
2. Click on that button to open the Master Templates modal.
3. A modal will appear on the right side, displaying the available list of Master Templates ready for use.
4. These templates can be filtered by language and category.
5. Select a template and click "Start Designing."
6. The document will be imported to the user's system, where it can be customized as needed.
Master elements in Perfect Doc Studio are pre-designed elements that can be used as building blocks for creating custom templates for various types of communications, including documents and emails. These elements are provided out of the box to help ...
To search for the list of email templates in the system, follow the steps below: 1. Go to the Design System section from the main menu. 2. Click on Emails. 3. On the emails page, you can see the list of all the templates created in the system which ...
To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...
To search for the list of document templates in the system, follow the steps below: 1. Go to the "Design System" section from the main menu. 2. Click on "Documents". 3. On the documents page, you can see the list of all the templates created in the ...
Folders serve as a space where each team / user can store their Email designs in distinct folders and arrange them systematically. For creating a folder, follow these steps: 1. Navigate to the Folders option located in the left-hand side menu and ...