Working with Templates

💾 Saving a Template

Once your data document layout is ready:

• Click “Save as Template”
• Add a name, icon, and description

Templates are scoped to the current database only.

🔧 Editing Templates

• Create a new document from the existing template
• Modify as needed
• Save changes as a new template or apply changes to all existing documents

⬇️ Exporting Templates

• Open the document
• Click “Export” to download the template structure