Create and import
You need to be signed in with a writer account to create a template.
A new template
Choose Create to start a new template. Give it a title, which is required, and an optional description. The title also decides the template’s address, so if you already have a template with that title, a number is added to keep it unique.
The Designer opens your new template on a blank page, ready to design.
Import
Choose Import to bring in existing content as a new template. The import is in three steps: Source, Review and Details. There are three kinds of source:
| Source | What it brings in |
|---|---|
| Template file | A Paperwork template that was exported from another portal. |
| Word document (beta) | A .docx or .dotx file. Styles, tables, headers and footers come across, and Word merge fields become template fields. |
| Paste content | HTML or rich text pasted from any web page, application or word processor. |
You review what was found before you give the new template its title and description.
Blueprints
A Blueprint is a published example template that you can copy as your own starting point, such as the examples throughout this documentation. Use Import a Blueprint to choose a source and a Blueprint, and a copy is created for you to edit.
You can turn your own template into a Blueprint too: see Publishing and sharing.