Document templates include meta data

Standardising process is a key concept in Lean as the standardisation makes it easy to see and tweak the process. Templates can be one way of ensuring that everyone works the same way. Our popular document template feature gets even better by ensuring that the meta data from the template gets copied to the created document. This means that the relevant meta data fields are pre-populated on a document created from the template. Document templates exist both for the individual project and as workspace templates that are available for all projects. Click on the “New” button in documents to use document templates.