Create a template

Let's get to work! In this article, you'll learn how you build a template.

INFORMATION
Depending on which workspace role you have been assigned, it may be that you do not have permission to manage templates.

1. Go to Templates > + Create template.
2. You will from here be greeted with two different options. Click on Add content.
3. The section menu will appear, where you can start adding various section types appropriate for your document.

Add content

Every Oneflow document is built on different sections and section types, that you can rearrange as needed. The section type options are:

• Text and image
  Makes it possible to add regular text, images & text-tables. This is also the only section where our editor toolbar can be used, with many different settings. The toolbar can be found above the document.
  
• Video
  Gives you the possibility to add a shorter video to your document.
• Product table
  Use a product table to display your products/services in a customisable table that provides a calculated summation.
  
• Form
  The section "form" is often helpful, giving you the option to add different form fields that either you or the counterpart can fill in. Within forms, dropdown menus and checkboxes are selectable too. We recommend using forms if your documents need input from your counterparts.
• Duration
  Adding a duration section to your document will enable you to track and be notified about your document's life cycle, with recurring periods as an option.
  
• PDF document
  Lets you upload a PDF-document to be presentable within the document (i.e. not as a downloadable attachment).
• Attachments
  Allows you to upload multiple attachments that will be presented in a list view for either a preview or download.
  
• Product summation
  This section works together with your product tables, and allows you to add a summation from multiple tables or just one wherever you want in your document.

NOTE
If you're not sure where to begin, you can use one of your existing documents and recreate it in Oneflow. We encourage you to play around with the sections to find creative solutions! We also have a template library from which you can download example templates and get some inspo.

Add sections

To add a section to your document, you can simply hover over any section which will make the (+)-icon be displayed either above or below the different sections. Upon clicking on this button, you will be able to select a section.

INFORMATION
To remove a section, hover over the section and click the cog wheel that appears to the right of the section. From here, select "Remove section".

Work with Data fields

Data fields let you reuse and map information across multiple sections of a document — saving time and reducing manual work. 

Rearrange sections

If you have more than one section added to your document, you can rearrange the sections by either dragging the 6 dots to the left of them, or pressing the arrows to move the section one step at a time.

Duplicate sections 

You can easily duplicate any section in your template. 

1. Click the gear icon next to the section you want to duplicate.
2. Select Duplicate.

The new section will appear directly below the one you duplicated. This is a quick way to reuse content without starting from scratch.

Set template name and choose settings

Once you're done building, it's time to choose your settings and name your template.

1. Give your template a name in the top left corner.
2. Go to Settings > Choose the settings that should be default on documents created from this template.

Template Settings

The different settings available are:

Customize setting options

Within Oneflow you have the power to customize the signing methods, two-factor authentication and delivery channels available for specific templates. For example, if you have multiple signing methods activated on your account, such as Swedish Bank ID, SMS, handwritten signatures, and standard e-signatures, you can selectively enable specific methods and delivery channels, ensuring that, for instance, only Swedish Bank ID and handwritten signatures are available for all documents generated from a particular template.

INFORMATION
All settings you have on the template will be default when you create documents from the template.

Publish template

To make templates available for usage, you need to publish the template. 

1. Go to Templates >  Click on the action menu > Publish Template. 
2. Once published you can access and use the template when creating a + New document.

If you're looking for a way to create a simple PDF-based document template, check out this guide.

Tips for editing a template

By following these editing tips, you can ensure a well-structured and easy-to-read template in Oneflow, where text remains properly formatted, aligned, and consistent across different sections.

Clear formatting

When pasting text from an external source into Oneflow templates, inconsistent formatting can be carried over. This may cause text to display incorrectly in the document or appear misaligned in the final PDF. Issues can include:

Inconsistent font styles or sizes – The pasted text may not match the rest of the document.

Unexpected line breaks or spacing – Extra spaces or missing breaks can affect readability.

Hidden formatting code – Text may behave differently when shown in PDF.

There are two ways to clear formatting:

• Use a keyboard shortcut when pasting in text. On Windows: Shift + Ctrl + V and on Mac: Shift + Command + V.
• Use the Clear Formatting option in the editor: Select the text > Click "Clear Formatting" in the editing menu above. On a smaller screen, first click More in the editing menu to find this option.

Aligning Content Using Tables

Tables are useful for structuring and aligning documents, especially when working with numbers, lists, or structured content. Using tables ensures a consistent layout and improves readability in your templates.

1. Click on Insert table.
2. You can customize the width and height of your table fields, and add colors and a remove boarders to your table.

Creating a New Line Without a New Paragraph

If you want to move to a new line without creating extra space (unlike pressing Enter, which starts a new paragraph), use the following shortcut:

• Shift + Enter → Moves to a new line without adding extra spacing.