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Templates

Templates give you a head start when creating new documents. Instead of starting from a blank page, choose a template that provides structure, formatting, and placeholder content tailored to a specific purpose. Copera offers system templates for common use cases, and you can also save any document as a custom template for your team.

System Templates​

System templates are pre-built by Copera and cover common document types that teams create frequently. Examples include:

  • Meeting notes --- A structured layout with sections for attendees, agenda items, discussion points, and action items.
  • Project brief --- A template for outlining project goals, scope, timeline, deliverables, and stakeholders.
  • Product requirements --- A detailed template for writing product specifications with sections for user stories, acceptance criteria, and technical requirements.
  • Weekly update --- A quick-format template for team status updates with highlights, blockers, and plans for the coming week.
  • Knowledge base article --- A clean layout for writing internal documentation or help articles with a title, introduction, steps, and related links.

System templates are available to everyone in the workspace and cannot be modified. They serve as a consistent starting point.

Custom Templates​

Any document in your workspace can be saved as a custom template:

  1. Create a document and set up the structure, formatting, and placeholder content you want to reuse.
  2. Open the document options menu (right-click or use the three-dot menu).
  3. Select Save as Template.
  4. Give the template a name and optional description.

The template is now available to everyone in your workspace. When someone creates a new document from this template, a copy is made --- the original template is never modified.

Managing Custom Templates​

Custom templates can be edited, renamed, or deleted by the person who created them or by workspace administrators. To manage templates, navigate to the template section in the document tree sidebar.

Creating a Document from a Template​

  1. Click the + button in the document tree to create a new document.
  2. In the creation dialog, browse or search the available templates.
  3. Select a template to preview its structure.
  4. Click Use Template to create a new document pre-filled with the template content.

The new document is fully independent of the template. You can edit it freely without affecting the template or any other documents created from it.

Best Practices​

  • Standardize recurring documents --- If your team creates the same type of document regularly (meeting notes, sprint retrospectives, design proposals), save a template so everyone follows the same structure.
  • Include placeholder text --- Add descriptive placeholder text in your templates (for example, "Describe the problem here...") to guide authors on what to write in each section.
  • Keep templates focused --- A good template covers one document type. Avoid creating overly generic templates that try to serve too many purposes.
  • Review and update periodically --- As your team's processes evolve, update your custom templates to reflect current best practices.

Next Steps​