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Document templates

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Create documents directly inside of cards or create a corporate repository of document templates for your enterprise and combine selected document templates with document groups in card templates so next time when someone wants to create a document in a card she does not have to start from scratch or spend time looking for that one document template, it will be just a click away.

Here's how you can enable document templates.

Make sure you have the Document sources role configured.

Creating document template sources

Go to KanBo settings.

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Now select Document templates sources.

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Add a new one.

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Add a name and a link to the document library.

Click on Add to finish.

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Adding a document template source to the board


Open a board and go to Settings.

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Select Document template sources.

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Now you can add Document template sources to this board.

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Let's add the one we created earlier.

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Now it's added to the board.

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