You’ve created a Foleon Doc that ticks all the boxes — it’s engaging, on-brand, and effective. If you want to use it as a starting point for future Docs, you can save your Doc as a template. This empowers your team to create on-brand content quickly and consistently in just a few clicks.
Why save a Doc as a template?
When you save a Foleon Doc as a template, you help your team create consistent, on-brand content quickly. Instead of building each Doc from scratch or duplicating old versions, templates provide a reliable starting point that maintains brand guidelines.
Designers can create templates that ensure content stays on-brand, reducing the risk of design inconsistencies over time.
Once you save a Doc as a template, it’s available to your entire workspace when starting a new Foleon Doc.
📖 For more guidance on where to manage templates and how to use them, read: Save time and stay on-brand with templates
How to save a Doc as a template
You can save your Doc as a template in two places: from the Dashboard or the Editor.
From the Dashboard
Navigate to your Foleon Doc in the Dashboard. You can access your Docs via the Home page, the Projects page, the Docs page, or the top search bar.
Click the quick actions menu (⋮) and select Save as Doc template.
💡Only users with admin, designer, and publisher roles can save a Doc as a template.
A new window will open where you can give your template a name and set the status:
- Public: Choose this option if your template is ready for use. This will make your template available to all members in your workspace.
- Draft: Choose this option to continue editing your template before it can be used. Your template will not be available and can only be edited by admins, designers, and publishers in the template overview.
Click Save.
⚠️ Want to manage your template from the Brand Console? After saving your template, you can move it to the Brand Console for centralized access across teams.
From the Editor
You can save your Doc as a template from the editor. Click Menu > Save Doc as template.
A pop-up window will open where you can give your template a name and set the status:
- Public: Choose this option if your template is ready for use. This will make your template available to all members in your workspace.
- Draft: Choose this option to continue editing your template before it can be used. Your template will not be available and can only be edited by admins, designers, and publishers in the template overview.
💡Do you want to save this template to the Brand Console? Toggle on the option next to Save to Brand Console. Don't forget to assign your template to workspaces.
Click Save.
Change the status of your Doc template
You can change the status of your Doc template between Draft and Public at any time.
Open the Templates page on the left sidebar of the dashboard (in either the Brand Console or workspace where you've saved your template).
Use the dropdown to change the status to either draft or public. Click Save.
FAQs
What do I actually save in a Doc template?
When you save a Doc as a template, you keep:
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All content and layout
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All brand settings
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All internal links, including buttons to overlays
You do not save: Doc-specific settings, such as navigation styles
What's the difference between duplicating a Foleon Doc and saving a Doc as a template?
Duplicating creates a one-off copy that may gradually drift from brand standards as changes are made over time. Templates, however, provide a stable, brand-approved starting point that ensures consistency across all Docs.
Can I share a Doc template with other workspaces?
Not directly, but here's a workaround:
- Create a new Foleon Doc based on the Doc template
- Duplicate this Foleon Doc to a different workspace
- In the other workspace, save the Foleon Doc as a Doc template
Can I assign a category to a Doc template?
No, this is not possible yet.