Template Library and Team Templates: Find, Use and Share

Find ready-made templates under Templates → Library and your own under Your templates, then click Use template to start a document. Unlimited on every plan.

Prerequisites

  • Plan: any plan - Free, Individual, or Agency. Templates are unlimited on all of them.
  • Account: anyone can browse the Library; you need a BreezeDoc account to use a template
  • Team templates: an Agency Plan team (see How to Add and Manage Team Members (Agency Plan))

Where Are My Templates?

Click Templates in the top menu. The tabs at the top are:

  • Your templates - the templates you created
  • <Team name> templates - one tab for each team you belong to
  • Library - ready-made templates from BreezeDoc

Each tab has a Search box that finds templates by name.

How Do I Use a Library Template?

BreezeDoc Templates page with the Library tab open, showing the Search box and template cards

  1. Go to Templates → Library and search or browse the cards.
  2. Click a card's Preview to see the whole template, then click Use template.
  3. A text editor opens: "Edit the document details below if you want (we'll add fields next)". Change the text for your agreement.
  4. Click Continue and add fields. BreezeDoc creates a new document and opens it in the document editor.
  5. Add your parties and fields, then send it - see How to Add Fields to a Document.

Library templates come without fields; you place them after the text step.

How Do I Use One of My Templates?

  1. Go to Templates → Your templates (or a team's tab).
  2. Click Use template under the template, or open its Preview and click Use template there.
  3. BreezeDoc creates a new document with the template's fields and parties in place and opens it in the editor.

The new document is a separate copy: later changes to the template do not change it.

How Do I Create a Template?

  1. On Templates → Your templates, click Add new template and upload a file (PDF, Word, Excel, JPG, or PNG, up to 5 MB).
  2. Add parties and fields in the editor.
  3. Click Next Step. On the Template options page, click Save Template.

A template is made by uploading a file on the Templates page - there is no option to turn an existing document into a template. The full steps are in Creating and Using Templates.

How Do Team Templates Work?

  • Templates added on a team's tab (Add new team template) are shared with everyone in that team.
  • Adding team templates needs the Owner or Editor role in the team.
  • There is no "share" button for a personal template - add the template on the team's tab instead.

What each role can do is described in Team Roles and Permissions.

Editing and Deleting Templates

  • Edit - click Edit under the template (or Edit template in its preview). The editor saves your changes automatically.
  • Delete - click Delete and confirm "Are you sure you want to delete this template?". The template is archived; documents already made from it are not affected.

Troubleshooting

I cannot find the Library

  • Open Templates in the top menu - Library is the last tab at the top of the page.

My Library document has no fields

  • That is expected: Library templates contain text only. Add fields in the editor after Continue and add fields.

I do not see a team templates tab

  • Team tabs appear only when you belong to a team. Teams are part of the Agency Plan - see which plan you are on under Settings → Plan, and your teams under Settings → Teams.

I cannot add a team template

  • Adding team templates needs the Owner or Editor role. Ask the team's owner to change your role.

Still stuck? Email support@breezedoc.com with the template name and the tab you are working in.

Frequently Asked Questions

Is the Library free to use?

Yes. The Library is available on every plan, and anyone can browse it before signing up.

How many templates can I create?

As many as you need - templates are unlimited on the Free, Individual, and Agency Plans.

Can I share templates with people outside my team?

No. Templates are shared only through a team's tab. To send someone a document, create it from the template and send it for signature.

What happens to documents if I delete a template?

Nothing. Documents created from it are separate copies and stay as they are.


Need more help? Contact our support team at support@breezedoc.com - we are here to help!

Related Articles