# Write with a template

Prepare the text of the documents the office writes often as templates, then start a document from a template so its body is filled in and only the particulars remain to write.

A template holds the text that repeats from one document to the next: the headings of an internal memo, the opening of a memorandum, the sections of a weekly report. Picking it on a document copies that text into the body, where you complete it.

## Before you start {#before-you-start}

- The **Document Templates** menu is shown to users with the **Manager: All Documents** access right. Every user of **Work Documentation** can pick a template on a document.

## Prepare the template {#prepare-the-template}

1. Open **Work Documentation/Configuration/Document Templates** and click **New**.
2. Type the name of the template in the title box (it reads **e.g. Weekly Status Report** until you write), then write the text in the **Content** tab: its headings, its tables and the places left to fill.

![A template with its name and the text it gives to every document that picks it.](https://jaah.app/web/image/9359-469d09b8/work-documentation-templates-template_form-en.png)

3. Click **Save manually**.

## Start a document from it {#start-a-document}

1. Open **Work Documentation/Documents**, click **New** and choose the **Template**.
2. The **Content** tab is filled with the template's text. Complete it, then fill the **Subject** and the **Type** as usual.

![Picking the template fills the Content tab of the new document.](https://jaah.app/web/image/9363-56a7882f/work-documentation-templates-template_picked-en.png)

The text is copied, not linked: changing the template later leaves the existing documents as they are, and editing the body of a document never changes the template.

## FAQ {#faq}

### I picked the wrong template. {#wrong-template}

Pick another one: its text replaces the body. Anything you had already written is replaced too, so pick the template before writing.

### Can a template choose the type? {#template-and-type}

No. A template carries text only; the type and its approval rule are chosen on the document.

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- Source: https://jaah.app/docs/work-documentation/write-with-a-template
- Updated: 2026-10-22
- Version: Work Documentation 19.0.1.0.7
- Verified: 2026-10-22