Document Templates vs Document Files

• Reusable: Templates are never "sent" directly to clients — they're used to create new files.
• Customizable: Set up branding, text blocks, smart tags, and structure once, then use them over and over.
• Organized by Type: You can have invoice templates, contract templates, proposal templates, etc.
• Stored for Future Use: Found in your Templates section inside Documents.
  

Example: If you always send the same style of project proposal, you can save it as a proposal template. Next time, just duplicate it and fill in the client-specific details.

• Client-Specific: Files contain real project and client details.
• Actionable: Files can be sent to clients, signed, paid, or completed.
• Tracked: Files have statuses like Draft, Sent, Signed, Paid, Expired, or Voided.
• One-Time Use: Once a file is completed, it's archived for records — you create a new file for the next use.
  

Example: When you create a new invoice for "Smith Wedding Project" based on your invoice template, that invoice is now a file with its own number, due date, and payment link.

1. Start with a Template → Choose an existing template or create a new one.
2. Create a File from the Template → Pull in all the design and layout, then customize for your project/client.
3. Send & Track the File → Files are tied to projects, sent to clients, and tracked through their lifecycle.

• Templates save time by avoiding repetitive setup.
• Files keep client-specific activity organized.
• Clear separation keeps your Documents area clean — templates stay generic, files stay project-specific.

• Keep your templates clean and free of client-specific details.
• Create templates for every recurring document type you use.
• Name files with project and client identifiers so they're easy to find later.
• Archive old files to keep your active documents organized.​

When you insert a reusable template into a multi-page document, you now pick which pages to apply instead of replacing the whole file.

• Replace open page – swap only the page you are editing.
• Add pages – append allowed sibling pages (for example invoice or contract layouts).
• Preview – each template page shows a thumbnail or saved HTML preview before you apply.

1. In the document editor, open Insert template.
2. Select the template and choose pages in the picker.
3. Confirm replace or add—other pages stay untouched.

On invoice pages, the editor header includes Inventory to reserve. It lists package-linked stock that would reserve when a contract is signed—nothing is held until signing actually happens.

The custom backdrop library is now a searchable table with layout and tag filters so you can find backgrounds faster.

• Document Templates vs Document Files
• Document Builder: Design Your Documents with Ease
• Inventory Management in TalleFlow
• Professional Contracts & Agreements