Saving a Document as a Template

How to Save a Document as a Template in Kadal Content Manager

This article explains how to save a document as a template in Kadal. This feature is useful when you want to reuse the structure or content of a document across multiple files without recreating it from scratch. Once saved, the document becomes a standalone template listed in the Template Gallery.

Steps:

1. Open the Document
   • Navigate to the document you want to save as a template. Click to open it in the editor.
2. Access the More Menu
   • At the top of the editor, next to the document title, click on the More (⋮) menu.
3. Choose 'Save as Template'
   • From the dropdown, click on Save as Template.
4. Template Is Saved
   • A copy of the document will be saved as a new template and added to the Document Template Gallery under Building Blocks.

Note: Future edits to the original document will not affect the template.

5. Manage Your Template
   • Navigate to the Building Blocks and under Document Template Gallery, you can perform the following actions:
     • Preview
     • Edit
     • Delete
6. Use the Template in Documents
   While creating or editing a document, you can now insert this template directly to maintain consistent formatting and structure.