Document templates
==================

In :ref:`my-account` -> Document templates, you can upload documents to be used as templates. Supported are:

Micosoft Office

- Microsoft Word (docx)
- Microsoft Excel (xlsx)

Libre Office / Open Office

- Open Document Text (odt)
- Open Document Spreadsheet (ods)

In these templates you can use :ref:`template-variables`.

Create a document template
--------------------------

Go to ':ref:`my-account`' -> 'Document templates' to see the list of the available document templates:

.. figure:: /_static/using/document-templates/document-template-list.png
   :width: 100%

   Document template list


Click "Add" to open the create dialog. Enter a name and upload your template. Inside this document you can use
:ref:`template-variables` that will be replaced when you use the template to create a new document at contact,
organization, project etc.

.. figure:: /_static/using/document-templates/document-template-create.png
   :width: 100%

   Document template add dialog

Use a document template
-----------------------
From items that support document templates like a contact, organization, project etc. click on the 'Add' button and
select 'Document from template':

.. figure:: /_static/using/document-templates/document-template-use.png
   :width: 100%

   Document template use

A dialog will open where you can enter the document name and select the relevant sources for the template:

.. figure:: /_static/using/document-templates/document-template-use-dialog.png
   :width: 100%

   Document template use dialog

Click 'Ok' to save the document to the item and open it directly.