Document Templates

Document Templates

Learn how to save and reuse Document View Templates in Layer. Easily apply your saved templates by accessing them under the Company tab in new document views.

Zach Soflin

If you’d like to save your template for future use, save it as a Document View Template.

The Save as Document View Template option for reusing a configured layout.

To use the created templates, create a new document view and click the Company tab to find it.