Docsiv
Project ManagementRun every client engagement on one boardAI Document CreationTurn notes & briefs into polished documents with AIClient PortalBranded client workspaces on your domainBrand Kits and preferenceLock fonts, colors, and tone per clientDocument AnalyticsTrack opens, reads, and engagementMedia LibraryOne asset store, filtered per clientAll Features
AgenciesOne hub for every client accountConsultantsScoped, signed, and delivered under your nameCreative studiosBrand-led delivery across every clientStartupsPitch like a Series B from day oneSalesChase signatures, not repliesFreelancersLook bigger than a one-person shopSolutions Overview
BlogInsights, tips, and product updatesGuideHow-to docs and product walkthroughsMCP ConnectorUse Docsiv from Claude and ChatGPTCase StudiesIllustrative agency workflows and customer storiesCompare DocsivSee how Docsiv replaces the client delivery stackBook a demoA 30-minute working session on your own documents
PricingOur StoryCareers
Get startedBook a demoLog in
Guide/Documents & Exports/Create a document from a template
Documents & Exports

Create a document from a template

Save finished work as a template and reuse it for the next client.

Updated Aug 25, 2026Docsiv documentation

Templates let you reuse the structure and styling of work you have already perfected.

Save a document as a template

  1. Open the document you want to reuse, or find it in Documents.
  2. Open the document’s menu.
  3. Choose Save as template and give the template a clear name.

Start from a template

  1. Open Templates from the dashboard.
  2. Browse the templates saved in your workspace.
  3. Select one to create a new document from it.
  4. Assign the new document to the right client and project, then replace the placeholder content.

You can also ask Studio to start from a template: describe what you need and pick one of the template options it presents before it drafts the content.

Was this helpful?Need more context? Open the Help Center to message the Docsiv team.Contact support