![]() ![]() Lastly, click the ‘Category’ dropdown and select an appropriate category before tapping the blue ‘Submit’ button. If you do though, you’ll be asked to give the copy its own unique name. You can also toggle the ‘Submit a copy of this file instead of the original’ option if you want to preserve the original file, but that’s entirely up to you. Do keep in mind that any template you create will be accessible by anyone in your organization. You should see it immediately as the first option since you’re starting out on the ‘Recent’ tab, but you can also browse different sections of your Google Drive using the tabs at the top or even via Search!Ĭlicking a file will reveal a blue ‘Open’ button at the bottom right that you can click to finalize your choice. Go ahead and choose the file you recently created that has all of the great Smart Canvas features built-in. If you click the ‘Select a document’ button, you’ll be met with another window that asks you to select a file for use as a template. I hope that in the future, Google lets standard account holders utilize the template feature, but unless you’re a tinkerer like me, it doesn’t really make much sense for someone not conducting business where it would be necessary to. Personal Google Accounts can’t perform this action, which makes me sad. Today, I’m going to show you how to take any Doc and turn it into a template that you can quickly launch which will help you do exactly that.īefore we get started, I want to make something clear – you must have a paid Workspace account in order to use this feature. With so many unique, new possibilities, you’re probably going to want to avoid having to copy and paste these special items between documents, and quickly gain access to a premade format for different use cases such as the ones I’ve outlined above. Supported editions for this feature: Business Standard and Business Plus Enterprise Education Fundamentals, Education Standard, Teaching and Learning Upgrade, and Education Plus Enterprise Essentials Plus Nonprofits G Suite Basic and G Suite Business. Add signatures to an agreement, flowcharts to a process document, import metrics into a spreadsheet, and more with add-ons.Make your sales pitch, case study, proposal, or status report stand out with a Slides presentation.Get an instant format for invoices, budgets, expense reports, or schedules in Sheets.Promote your organization by creating branded templates for external-facing documents, such as proposals and reports, using any of the Docs editors.Some more uses for Google Docs Templates in your organization Mood smart chip for your journal Draft smart chip for your writing Some smart chip ideas you may want to use as repeating elements in your Docs
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