Use custom templates to start each document with default settings ✏️
Keeping your document design consistent within your company can give your documents a united look. To accomplish this, you can create a blank document and select your desired shape and outline colors, line/arrow properties, text font and size, etc. without any objects on your document. You’ll then see that any shapes, lines, or text added to your document will have those properties. Then, you can designate this document as a template to use yourself or share with your team. New documents created from this template will maintain those set properties.
How do you use templates to make your workflow more efficient? Share in the thread below!
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Is there a way to use templates to create new documents and then later update the template and all documents created with that template will update?
Hi @Scott G, thanks for adding to this thread! If you update your original template, only new documents created from the template will reflect those updates, documents created from the template previously are not connected to the template and will not be altered.
In that case, I would recommend copying the changes from the template into your existing document or generating a new document from the updated template, then copy/paste the content from your previous document.
Alternatively, Master Pages may be helpful if you’re looking to add information/objects to several pages within a single document. Please let me know if you have any further questions!
Hello @Amelia W,
I’ve created a custom template with Units set to “inches”. When I create a new diagram using the template, the Units revert back to “pixels”. What did I do wrong?
Thanks,
Kevin
Hi @Kevin, thanks for your comment!
The page units of newly created documents are determined by the Document Settings in your Account Settings, not by the template. You can change this in your Account Settings > Document Settings > Lucidchart:
Fabulous intel @Eric R! Thanks for your help.
I tried doing this using custom colors and fonts. I saved down my org chart as a template then uploaded new data and I’m still seeing old colors and fonts, not the ones saved to my template.
