Use the template library

Open Design → Library for built-in starters and templates shared by the platform. Library entries are starting points; review the copied design for your organisation before using it.

Filter starter designs by category or search their names, descriptions and tags. Select image to enlarge.

Starter documents

Choose a category or search, inspect a design and use the offered import/use action to open it as a new template draft. Review its code, sample input, variables, images and page setup. Save and activate only after replacing the example organisation and content.

Starter layouts

A starter layout provides header/footer content that remains editable before Save. Select image to enlarge.

Choose a layout and open its new-layout editor. Check its generated code, branding and spacing. Save the layout and activate the intended version, then select it in your PDF or email template.

Shared templates

Shared entries can include both PDF documents and emails. Select image to enlarge.

Filter by category, search text and PDF documents / Emails. Open a card for its full preview, then use the offered copy action to create a tenant-owned version. Check whether your organisation already has a copy before adding another.

Copying a shared design does not mean every subsequent platform change is approved for your organisation. Review your own saved copy, input data and active version before using it for delivery.