---
title: How to create a new Document Template
description: Document Templates can be added to an Account by Account Administrators from within the Document Library.
---

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# How to create a new Document Template

## Document Templates can be added to an Account by Account Administrators from within the Document Library.

**NOTE:** This feature is only available within a **Pro** account.

### ![](https://support.facsware.com/hs-fs/hubfs/image-png-Jun-21-2025-10-11-30-8576-PM.png?width=688&height=694&name=image-png-Jun-21-2025-10-11-30-8576-PM.png)

### **What You Can Do in the Document Library**

- Create, copy, or update **Document Templates**
- Set **permissions** and **workflow**
- Define **field layout**, **sections**, and **display settings**

 

---

### **Creating a Document Template**

Options include:

- **Public Templates** – Provided by FACS
- **Client Library** – Reuse previously created templates
- **New Template** – Start from scratch
- **Copy Template** – Duplicate and modify an existing one

 

---

### **Template Settings**

- **Template Name** (Required, max 30 characters)
- **Template ID** (Optional)
- **Template Tag** – Organize templates with custom labels
- **Publish / Unpublish / Archive / Draft** options
- **Layout Options** – One, two, or three-column; set by section

 

---

### **Sections & Fields**

- Fields are grouped into **Sections** (collapsible, labeled, draggable)
- Sections can be deleted (with all contained fields)
- Each template can hold **up to 100 fields**

 

### **Field Configuration Options**

- **Label** (display name)
- **Required** – Must be filled to save
- **Default Value** – Auto-filled on entry creation
- **Display Status** – Show or hide fields
- **Copy Value** – Carry values over when duplicating entries
- **Hide if Blank** – Suppress field in exports if empty
- **Tooltip** – Inline guidance for users
- **Log Page Order** – Controls column order in logs

**NOTE:** Field Options vary by field type. Not all fields have all options.

 

---

### **Supported Field Types**

- Text, Number, Date/Time, Catalog, Table, Logic, Formula, Assignee, Signature, Quick Add, Creator

See the support site page on the [**Document Field Library**](https://support.facsware.com/knowledge/how-to-create-a-document-la?hsLang=en) to learn more about how to apply fields to a Document Template.

 

---

### **Standard Features on All Templates**

- **Workflow**  - Custom workflow can be created and assigned from the [**Workflow**](https://support.facsware.com/knowledge/how-to-set-a-document-templates-workflow?hsLang=en)tab.
- **Contributors** – Manage entry-level permissions
- **Comments** - Allows for public, or private, communication on a specific document entry
- **References** – Allows for attaching files to a document entry
- **Permissions** - Set [**default role-based permissions**](https://support.facsware.com/knowledge/how-to-set-a-document-templates-permissions?hsLang=en) at the template level

 

 

### Location

Document Library

 

If you have any questions, or need additional assistance, please reach out to our support team at [support@facsware.com](mailto:support@facsware.com) and we will be happy to assist you.

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