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How Do I Create and Manage Document Templates in Albi?

This article walks through how to create and manage document templates in Albiware. Document templates help standardize estimates, invoices, work orders, purchase orders, and other project documents so your team doesn’t need to recreate content each time.

How to Create a New Template

To create a new template, click Add in the Templates section.

This will open a form where you can build your template and choose the Type of template you want to create. 


  • Type of Template: Choose the type from the drop-down menu: Estimate, Invoice, Work Order, Purchase Order, etc.
  • Template Name: Give your template a clear, recognizable name so it’s easy to find later.
  • Template Content: Write the body of your template. You can include any text, links, or information relevant to that template type.

Once you’ve finished, click Save to add your new template to the list. It will now be available for use when creating activities or sending emails in Albi.

 

Note:

There is no limit to how many Email Templates you can create in Albi.

This differs from other types of templates such as Invoices, Work Orders, Purchase Orders, etc, which may have limits.