Doc templates are a premium feature that let you quickly create Google Docs, Sheets, Slides and more from a template. Set up doc templates for meeting agendas, presentations, invoices, and other docs you frequently duplicate (e.g. docs you create for every client, or every new hire).
For teams, doc templates help team members easily create the docs they need to do their job — with consistent doc names and organized exactly where they belong in Google Drive every time.
Doc templates let you quickly create docs from a template — perfect for meeting agendas, client presentations, sales quotes, reports & more. You can create doc templates for personal use, or share them with your team so they can quickly and easily create docs from your team’s templates.
When you set up a doc template in Workona, you can choose any doc in Google Drive as the "template doc". This is the doc that will be duplicated when the doc template is used.
The template doc isn't changed in Google Drive in any way, it is just flagged as a doc template within Workona. However, any changes you make to the content of the template doc within Workona's template editor will be reflected in Google Drive.
Doc templates allow you to specify the doc naming convention (e.g. Meeting Agenda - {{Date}} ), default folder location (e.g. Meeting Agendas Drive folder), and default sharing permissions (e.g. Anyone at example.com can edit). When you create a doc from the doc template, these defaults will be initially set, but you'll be able to adjust them before creating the doc.
When you create docs from the doc template you've set up, we simply duplicate the template doc and give the copied doc the new name, folder location, and sharing permissions you've specified.
Your templates can be managed in the template manager.
Your team’s templates can be managed from team template settings in the admin dashboard.
The doc templates you set up will appear in the New Doc
menu.
Below is an example of what your New Doc
menu might look like:
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New Google Doc
New Google Sheet
New Google Slides
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New Kickoff Meeting Agenda
New Client Presentation
New Customer Implementation Plan
New Sales Quote
New Customer Contract
New Invoice
New Email Newsletter Draft
New Blog Article Draft
New Quarterly Report
New Story Requirements Document
New Blank Interface Jamboard
New FeatureX User Interview Notes
New Post Mortem Meeting Notes
New Board Deck
New All Hands Deck
New Offer Letter
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When you click on a doc template in the New Doc
menu, you'll be able to name the new doc, select where to create it within Google Drive, and even adjust the sharing permissions.
Templates
at the top of a sidebar.Doc Templates
section.+
button in the upper right.Next
when you're done.New Doc
menu to use the doc template. This also serves as the doc template's name (only visible in Workona). Click Next
when you're done.Next
when you're done.Done testing
.New Doc
menu in Workona, and they will be able to create docs from the template.We recommend setting up a doc naming convention for each of your doc templates. Doc naming conventions help your team use the same naming structure every time so docs will always be easy to find, and neatly organized in Drive.
For example, you might set these as the doc naming convention for the examples above:
New Doc
button at the top of a space, next to the search bar.Create Google Doc
. The new doc will open in your current space.Templates
at the top of a sidebar.Doc Templates
section.Edit doc template settings
button (gear icon) that appears when you hover over the doc template you want to modify.Templates
at the top of a sidebar.Doc Templates
section.Share doc template
button (team icon) that appears when you hover over the doc template you want to share.Templates
at the top of a sidebar.Doc Templates
section.Delete doc template
button (trash icon) that appears when you hover over the template.Delete
to confirm you want to delete the template.Open Workona.
Click Templates
at the top of a sidebar.
Navigate to the Doc Templates
section.
Hover over the doc template you want to manage, then click the buttons that appear:
Edit doc template settings
(gear icon)Edit doc template content
(pencil & note icon)Share doc template
(team icon)Delete doc template
(trash icon)Open Workona.
Click the Teams
button (team icon) at the bottom of the sidebar, or navigate to workona.com/admin/.
Select the team you want to manage.
Select Templates
in the team settings sidebar.
Select Doc Templates
in the sidebar, and the team’s doc templates will appear.
Hover over the doc template you want to manage, then click the buttons that appear:
Edit doc template settings
(gear icon)Edit doc template content
(pencil & note icon)Share doc template
(team icon)Delete doc template
(trash icon)