Applies to
Brandfolder
- Brandfolder
Capabilities
Who can use this capability
- Administrator
- Designer
- Author
Create a document from a Content Automation template
Documents can be created by users from their available suite of templates.
Who can use this?
Plans:
- Brandfolder
Permissions:
- Administrator
- Designer
- Author
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
Create a document from a template
Within an existing project
- In the Projects tab, select the project where you want the template to live, or select New project.
- Once inside a project, select New document to open the Content Automation Template Library.
- Find and select the templates you need.
- Select Create Documents to add these documents to the project.
From Your Projects or All Projects page
- On the Projects screen, select New document.
Once you are in the Content Automation Template Library, search for templates by:
- Using the side menu to search by category
- Searching keywords in the search field at the top of the page (e.g, signage, PDF, A5).
Check the template description to ensure your chosen template is the right size and format.
- Once you have selected the templates you need, select Create Documents to continue.
- Choose where to store the new documents. You can either select an existing project or create a new one.
- Confirm Create Document
Once you have created the document, you can start editing it.
If you can't find a Content Automation template that suits your needs, please contact your Administrator.