Document Templates help standardize the creation of business documents—such as shipment confirmations or invoices—across your organization. They allow teams to save time, ensure brand consistency, and reduce manual errors by reusing predefined formats. Multiple templates can be customized or created from scratch, making them adaptable for various business needs.
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Steps to Manage Document Templates
Navigate to the Logix Docs section from the main menu.
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[USE CASE: A logistics company may access templates for quick generation of cargo arrival notices or delivery orders.]Click on + Template to add a new template, or choose + Group to organize templates under categories.
Select a prebuilt template to start from, or choose to design your own from scratch.
Customize the template by editing text fields, inserting company logos, and adjusting formatting as per your requirements.
Assign the template to a specific product or entity type (for example, Shipment, Invoice, or Booking Confirmation).
Save your template. It will now appear in your list and can be reused whenever needed.
To edit an existing template, click the three-dot menu in the Actions column and select Edit.
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[USE CASE: A freight forwarder can customize a payment request summary template to align with updated billing formats.]Whenever you need to use a document, select the appropriate template from your list and generate the document instantly.
Notes / Best Practices
Templates can be reused as often as needed, saving setup time for frequent transactions.
Use groups and categories to keep templates organized and easy to find.
Only users with the right permissions can edit or delete templates. Ensure you have admin rights before making changes.
Regularly review templates to keep documentation accurate and up to date as your business changes.
Related Articles
[LINK: Next Help Article → Building a Custom Template]
[LINK: Next Help Article → Assigning Templates to Products]