SDX-Cloud: SDX-Docs – Create a content template

A content template holds reusable body content for documents: text, variables, and tables. You create it once under Content templates, and everyone in your organization can apply it when creating a document.

Before you start

• You can open Organization Settings in SDX-Cloud.

Create the template

1. Open Organization Settings, then Settings, then Content templates. The project Settings menu lists Content templates as well.
2. Click the add icon.
3. Enter a Name.
4. Write the body in the editor. The toolbar offers bold, italic, underline, heading, bulleted list, numbered list, quote, table, table of contents, and variable.
5. Click Create template.

Expected result

The template appears in the Content templates table. Pick it under Apply content template when you create a document.

Related articles

• SDX-Docs – Manage documents in a project
• Create a document
• Create a layout for header and footer
• Variables for documents, layouts, and templates
• Change the layout or content template of a document