Template management

Templates are starter Documents admins define so users can create new Documents quickly. Templates support merge-field placeholders that resolve from the related record when a user instantiates the template.

Manage templates in the Folio Admin app → Templates (wording in the live org may vary slightly).

Create a template

Select New Template (or equivalent).
Set a name and, optionally, the object the template is designed for (leave blank to allow on all supported objects).
Author body content in the editor. Insert merge placeholders using @ field references; they resolve to live values when someone creates a Document from this template.
Mark the template Active when ready.

Edit or delete

Edit — Opens the template. Changes apply to new Documents created from this template; existing Documents are unchanged.
Delete — Removes the template definition only; Documents already created from it remain.

Public templates (user-created)

Allow users to create public templates (Yes / No) — When Yes, users with Folio Docs access may create templates visible org-wide. When No, only Folio Admins manage templates.