This tutorial will guide you through using templates in SweetProcess to streamline your document creation process. Before starting, ensure you have access to SweetProcess and the necessary permissions to use templates.

We're going to undertake a step-by-step guide. How to use templates. So assuming you go into the Suite process.

When you go into Sweetprocess you go on to templates.

Click the Templates option to view available templates for your processes.

Select the template that you want to use. Click on the Template outline from the list. For this example, we have chosen the "Staff Meeting Template", which is a predefined meeting format.

To proceed, simply press the button to select the template that you would like to utilise for your document creation. Once you make your selection, the system will automatically configure a document for you. Typically, this document is formatted as a Policy Formatted File within the Sweetprocess application. It is important to remember that you will need to provide a name for the template you have chosen, ensuring that it is easily identifiable for future use.

This tab is the location to rename the template file to the desired name for the activity.

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Click 'Create Document' to generate a new document based on the selected template.

It creates it. You then go find.

Click on Policies to access the related documents or settings. To find the name of the Template to rename it to.

That is the end of how to create and use a template.

This guide has shown you how to navigate SweetProcess, select and use templates, create documents, and begin editing them effectively. You can now explore customising templates further or managing other document types within SweetProcess.