Documents: templates and export

Start pages from templates, save your own templates and export pages.

When you create a page, "New page from template" opens. Date and your name are filled in automatically.

Documents: templates and export
Screenshot of this screen

Who can use this

  • Anyone with the Documents page write permission

Fields and options

Built in templates

Blank page, Meeting notes, Process description (SOP), Project brief, Procedure documentation (section) and Onboarding checklist.

Own template

Click "Save as template" on any page. Your own templates are shown under Own template.

Export as PDF, Export as Markdown, Export as HTML

Downloads the page in that format.

Space as ZIP

Downloads the whole space.

Good to know

  • Images from the file library are left out of PDF exports. External web images are included.

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