How Do I Make A Document A Template In Gogle

Google Docs includes a handful of templates—but what if you want to make your own document template for meeting notes, visitor letters, or anything else you demand to make on a regular ground?

Here's how.

Create a Template Certificate in Google Docs

template meeting notes document

Build your template document in Google Docs

First, simply make a new certificate as normal in Google Docs. Y'all can start from scratch with a blank document, open up a document you'd made in the past and copy it into a new document, or use one of the pre-made templates that comes with Google Docs.

Google Docs doesn't include placeholders for the text you'll replace in the template. Instead, only blazon something you'll remember to supercede—perhaps Twenty for dates, NAME for a spot where you'll type in a name, or lorem ipsum for areas where you lot'll type longform text.

Salvage the certificate with a unique championship—we'll need that in a minute.

Tip: Want to make certain you lot don't forget to supervene upon any of your placeholder text? Endeavor a journalist trick: Utilize the text TK every bit your placeholder, as it appears in very few words. Then search for TK before saving your certificate each fourth dimension, and you can make sure you lot've replaced all of your placeholder text.

Salvage That Document as a Template

Add template to G Suite

A Grand Suite account lets you share the template with your whole team

Now, if you have a G Suite account, y'all tin can save that document as a template in your Google account. Just open docs.google.com, click the Template Gallery button in the height right, and select your company's name.

Then, click the Submit Template push. Select the document you but made, add a title and category for it, and then click Submit. That'll add the template to your entire company'south 1000 Suite account, so everyone tin can reuse the template document anytime they need.

Make a copy

To use your template in a standard Google account, just make a copy of the document

If you are using a standard Gmail.com Google Docs account, yous can't save the certificate as a template. What you tin do instead is open your template document, then click File -> Make a Copy to make a new document from your template.

Make full in the new document, and next time you lot demand to use the template, just repeat those steps to create a new copy.

Create a WebMerge Template, and Save the Document to Google Drive

Or, there'south one other option: WebMerge. This app lets you lot make templates for anything y'all want, including your meeting notes or of import documents. It tin and so relieve the completed document to Google Drive, where you could edit it in Google Docs afterward.

All you'll need is a style to get your data in the document template. A great option is to make a Google Course, via the free form tool that comes with your Google business relationship. Fill in the fields, so Zapier can re-create the data from your course to WebMerge—and WebMerge can save that finished template back to Google Drive for yous.

And with that, you'll have a new meeting notes template in Google Docs that yous can share with your team or re-apply anytime you want.

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