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Create Template

To create a template in Dock:

  1. Click Create Template from the main menu: Dock Create Templates
  2. Select the template type from the dropdown options:
    • Word for document templates.
    • SMS for text message templates.
    • Email for email templates. Dock Create Templates
  3. Enter a name for the template in the Template Name field.
  4. For SMS and Email templates, use the built-in Template Editor to design the template. The built-in editor supports placeholders for dynamic data insertion.
  5. Click Save Template to save the template.

To create a Word template, Dock offers Collabora Online Development Edition (CODE) editor with a plethora of features to create and customize the template: Dock Create Templates

Use placeholders within the template editor to automate data population during document generation.

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