Overview
You'll find three types of templates within Dock:
Workspace templates: an entire space (i.e. a deal room) with multiple pages, and sections on each page.
Section templates: smaller blocks of content that make up a page.
Page templates: an entire page, which can be composed of several sections.
By creating a page template, you can then easily add it to existing workspaces or workspace templates. In the article below, we'll walk through how to do so.
Where to Find Page Templates
On the lefthand side of your screen, you'll see a section for Templates under Workspaces. If you select that, you'll be taken to see where these types live.
Simply click on the Pages tab to see any of your existing page templates.
Saving a Page as a Template
Step 1: Navigate to an existing workspace (the editor view) or workspace template.
Step 2: Find the page. Roll your mouse over to find the ellipsis (...) to the right of the page title.
Step 3: From the dropdown, select Save as template.
Step 4: Name your template to find later, confirm the page title (what the customer will see), select a Shared setting, and decide if you want to be synced (locked down) or editable by the rep.
Only admins will be able to share templates with "Everyone."
Adding a Page Template to an Existing Space
Step 1: Navigate to an existing workspace (the editor view) or workspace template.
Step 2: On the top nav bar, click + Add page
Step 3: From the dropdown, select From template page.
Step 4: Find and select the appropriate page, then click Add to Workspace and select synced or editable.
