How can we help you today?

Go ahead and ask us anything.

See the KanBo newest version.

Document Template

Last modified:


Table of Contents

  1. Introduction
  2. Prepare a document templates source
  3. Connect the source with KanBo
  4. Add the source to the Board
  5. Work with document templates


What is a document template?
Document template is a file you can connect to KanBo and use it directly from the card to create new documents.

Image 14196

Why do you need document templates?
The advantages are much more than just saving time:
  • Consistency: Using templates can help ensure that all documents have a consistent look and feel, which can improve the professional image of the company.
  • Efficiency: They can save time and effort by providing a starting point for new documents, eliminating the need to recreate common formatting and layout elements from scratch each time.
  • Branding: Documents can include logos, colors and other branding elements helping to reinforce the company's brand identity.
  • Collaboration: Templates make it easier for multiple people to work on the same document. They provide a clear structure and can be set up to include revision tracking and other collaboration tools.
  • Quality: They can help ensure that documents are well-organized and easy to read. Good way to improve the overall quality of the company's communications.
How can we help you?
KanBo offers the possibility of availing existing document templates. By connecting your corporate document library with KanBo, you will gain easy access to files for each employee. 

Moreover, you will forget about the problem of multiple versions of the same file. The only one source document template will be stored at your library. Any changes to its content will be automatically applied in KanBo. Therefore, when you want to create a document based on it, you will always get the latest version.

There are 4 steps to make your work easier:
  1. Prepare a source = create a library of document templates
  2. Connect the source with KanBo = add a link to the files directory
  3. Add the source to the Board = choose a catalog of templates for the Board
  4. Work with document templates = create files based on ready-made templates

 TIP  You can also create card templates for creating cards with prepared document templates inside. You can share document access for particular departments and workers. Go to our guide about working with card templates.

For better understanding of this feature, we will use the following example.

Image 14177

Let's start to work with document templates in KanBo!

1. Prepare a document templates source

All document templates you may need in a Board should be placed in one folder. Of course, there can be lots of subfolders with many files inside, but the most important now is the main folder - the source. You need to link it with KanBo. We recommend using SharePoint for this purpose.

Image 13897

Here you can see seven folders. Each of them was prepared for a different department of the company and its corresponding Boards. It's quite possible that you already have a file library, move on to the next step then.

2. Connect document template sources with KanBo

First, connect a source folders with KanBo. Then you will be able to add them to the Board and, as a result, to the card. See how to make it in a few simple steps.

 TIP  Make sure you have the Document sources role configured as a user.

1. Open KanBo and go to Image 13915 Settings .

Image 13870

2. Select Image 13916 Document templates sources.

3. Press + Add button.

4. Type a name and paste a link to the document templates library (use SharePoint). Click on Add to finish.

Image 13912

 TIP  If you have lots of templates for different Boards, we recommend to add each folder separately. 

Note that it must be a SharePoint folder, not a whole group.

3. Add document template sources to your Board

Choose template source you need at this Board.

1. Open a Board and go to Image 13915 Settings.

Image 13899

2. Select Image 13916 Document templates sources.

3.  Press + Add document template sources to this board.

4. Choose the one you connected with KanBo earlier and click + Add selected. If you connected more sources, select only that you may need at this Board.

Image 13902

5. Now it's added to the board.

4. Use document templates at work

Create new documents in a card using templates.

1. Enter a card.

2. Press + Add element in the top right corner of the card.

3. Select Document position.

Image 13873

4. Choose Image 13918 Add new document from template.

5. Select document template source.

Image 13903

6. Go through the folders and find a file you need.

Image 13968

7. Type a name for the document created with this template.

Image 13910

8. Press Add. A new document will appear at the card. As you see, it is not an empty file but ready to work template of a company document.

Image 13909

Go back to the Table of Contents.

Is this article helpful for you?