Document Templates

Templates help you quickly create new documents with pre-defined structure and content. Use system templates for common formats or save your own documents as reusable templates.

Using Templates to Create Documents

From the New Document Dialog

1. Click the New Document button in your workspace
2. Select Use Template (instead of Blank Document)
3. Browse or search for a template
4. Click on a template to select it
5. The title field will pre-fill with the template name (you can change it)
6. Click Create to create your document

Template Preview

When selecting a template, you'll see:

• Template name and description
• Content preview showing the first few lines of the template
• System badge for built-in templates

Search and Filter

Use the search bar to find templates by:

• Template name
• Description
• Content keywords

Built-in System Templates

FounderyOS includes these system templates to get you started:

Template	Description
Meeting Notes	Structured format for attendees, agenda, discussion, and action items
Project Brief	Project overview with objectives, scope, timeline, and stakeholders
Weekly Review	Reflect on accomplishments, challenges, and plan for next week
Daily Journal	Morning gratitude, daily focus, and evening reflection

System templates cannot be edited or deleted.

Saving Documents as Templates

Turn any document into a reusable template:

From the Document Context Menu

1. Find the document you want to save as a template
2. Click the three-dot menu (or right-click) on the document
3. Select Save as Template
4. Enter a template name (defaults to the document title)
5. Optionally add a description
6. Click Save Template

What Gets Saved

When you save a document as a template:

• The entire document content becomes the template content
• Original document remains unchanged
• Template is saved to your personal templates

Managing Your Templates

Viewing Templates

1. Open the Workspace
2. Click the Manage Templates option (or access from settings)
3. View all templates organized by:
   • System Templates - Built-in templates (read-only)
   • My Templates - Templates you've created

Template Details

For each template, you can see:

• Template name and description
• Usage count (how many documents created from it)
• Content preview (click the eye icon to expand)

Deleting Templates

To delete a template you've created:

1. Open template management
2. Find the template you want to delete
3. Click the trash icon
4. Confirm deletion in the dialog

Note: System templates cannot be deleted. Documents created from a deleted template are not affected.

Template Variables

Templates can include placeholder variables that get replaced when you create a document:

Variable	Replaced With
	Current date
	Document title

For example, a template with # Meeting Notes - will create a document with # Meeting Notes - 1/27/2026.

Tips for Using Templates

1. Start with system templates: Try the built-in templates to see the format
2. Customize for your needs: Create documents, modify them, then save as your own templates
3. Use descriptive names: Name templates clearly so you can find them later
4. Add descriptions: Help future you remember what each template is for
5. Keep templates general: Templates work best when they're adaptable to different situations

Keyboard Shortcuts

Shortcut	Action
Enter (in title field)	Create document from selected template
Escape	Cancel and close dialog

Troubleshooting

Template Not Appearing

If a template you created isn't showing:

1. Refresh the page
2. Check if you're in the correct workspace
3. Make sure the template was saved successfully (you should have seen a confirmation)

Cannot Delete Template

If you can't delete a template:

• System templates cannot be deleted (they show a "System" badge)
• Only templates you created can be removed

Template Content Looks Wrong

If a document created from a template has unexpected content:

• The template may have been updated since you last saw it
• Check the template preview before creating
• Variable placeholders (like ) are only replaced when creating, not in previews