{"id":193,"date":"2026-04-03T13:02:46","date_gmt":"2026-04-03T18:02:46","guid":{"rendered":"https:\/\/www2.dataunfold.com\/?post_type=docs&#038;p=193"},"modified":"2026-04-03T13:03:01","modified_gmt":"2026-04-03T18:03:01","password":"","slug":"templates","status":"publish","type":"docs","link":"https:\/\/www2.dataunfold.com\/?docs=templates","title":{"rendered":"Templates"},"content":{"rendered":"\n<p><strong># Using and Saving Templates<\/strong><\/p>\n\n\n\n<p>Templates let you bootstrap new projects with pre-configured settings, tags, and actions.<\/p>\n\n\n\n<p><strong>## Use a template<\/strong><\/p>\n\n\n\n<p>1. Click <strong>**Start New Project**<\/strong> \u2192 <strong>**Use Template**<\/strong> or <strong>**Browse Templates**<\/strong>.<\/p>\n\n\n\n<p>2. Select a template and click <strong>**Use Template**<\/strong>.<\/p>\n\n\n\n<p>3. Enter a project title and optional description, then click <strong>**Create Project**<\/strong>.<\/p>\n\n\n\n<p><strong>## Save a project as a template<\/strong><\/p>\n\n\n\n<p>1. Open the project you want to reuse as a template.<\/p>\n\n\n\n<p>2. From the project settings, choose <strong>**Save as Template**<\/strong>.<\/p>\n\n\n\n<p>3. Provide a template name and description, then save.<\/p>\n\n\n\n<p>4. Templates created by users may be available to other team members depending on your organization&#8217;s settings.<\/p>\n\n\n\n<p><strong>## Troubleshooting templates<\/strong><\/p>\n\n\n\n<p>&#8211; If templates don\u2019t appear, refresh the templates dialog or check permissions with your admin.<\/p>\n\n\n\n<p><strong>## Best practices<\/strong><\/p>\n\n\n\n<p>&#8211; Create templates for repeatable workflows (e.g., litigation, research, due diligence).<\/p>\n\n\n\n<p>&#8211; Include default smart tags and a short description to guide teammates.<\/p>\n","protected":false},"excerpt":{"rendered":"<p># Using and Saving Templates Templates let you bootstrap new projects with pre-configured settings, tags, and actions. ## Use a template 1. Click **Start New Project** \u2192 **Use Template** or **Browse Templates**. 2. Select a template and click **Use Template**. 3. Enter a project title and optional description, then click **Create Project**. ## Save a [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[5],"doc_tag":[],"class_list":["post-193","docs","type-docs","status-publish","hentry","doc_category-getting-started"],"year_month":"2026-04","word_count":138,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"dataunfold","author_nicename":"dataunfold","author_url":"https:\/\/www2.dataunfold.com\/?author=1"},"doc_category_info":[{"term_name":"Getting Started","term_url":"https:\/\/www2.dataunfold.com\/?doc_category=getting-started"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs\/193","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=193"}],"version-history":[{"count":1,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs\/193\/revisions"}],"predecessor-version":[{"id":194,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=\/wp\/v2\/docs\/193\/revisions\/194"}],"wp:attachment":[{"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=193"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=193"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www2.dataunfold.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=193"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}