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David C.12
8 years agoHelpful | Level 5
Status:
Closed
Create the ability to make and use Custom Templates in Paper
We have several meetings a month that use a custom meeting template for agenda and notes. It would be really nice to have the set up automatically in dropbox paper and be able to use them as template...
Chevas W.
9 years agoNew member | Level 1
Is there a way to duplicate/replicate a Paper document? or create a template?
- Chelsea M.49 years agoNew member | Level 1
I would also love this! I have client intake forms & scorecards I would love to be able to replicate w.o a copy/paste...
- Shambhavi S.9 years agoHelpful | Level 7
Hi @kaz,
Our nonprofit admin team is using Paper every day to collaborate. We have meeting agendas and data forms that get recycled every month, and we would love to be able to have a template function on Paper for these.
Thanks,
Shambhavi - Suzanne M.189 years agoNew member | Level 1
Me too! I spent hours making a new employee checklist & embedding docs, etc only to find that I can't duplicate it. It's useless if I can't make one for each new employee to check off items as they go. They can't all use the same one because they should each check off their progress as they go on the sheet so I can see their progress & check in with them if they're lagging. So this puts me back with using google sheets until this is a function. Every time I try to use paper for something, I find that I can't actually use it in a functional way & have to go to something else... :(
- Stacey K.29 years agoNew member | Level 1
I was looking for the same answer to can I make a template. Then started playing around in the application.
I created a document with all my check lists. I selected all the copy on the pages and copied it.
Then I created a new paper document and just pasted all of it in. It looks to me like that works.
Paper could really change the way I work everyday. If I can get everyone else on board!
- MattAccountKit7 years agoNew member | Level 2
Templates - I have created folders in which I want to store documents in. For example when we have staff meetings i want to be able to click on a template minutes document, change the date and then start typing. Presently is seems the only way to do this is to go back to the welcome page to create new meeting notes.
If there is no way of doing this then i would suggest there be a Save As funtion to save a new document under a new name or something similar.- stefcho7 years agoNew member | Level 2
I agree. That is exactly what I was looking for.
For example, there is a Meeting notes template with headings that I would like to use as a template, but this does not seem possible at present.
- David G.1409 years agoNew member | Level 1
Please make a way to create sub folders and templates! We use paper but need consistency in our format!!!
Thanks!
David
- heikkipekka9 years agoHelpful | Level 6
Who has only documents that have no repeating structure? People who create documents only occasionally. For Dropbox Paper to be useful for everyday use it has to have some kind of way to duplicating documents.
- Kaz9 years agoDropbox Staff
Currently there is no way to duplicate documents or create templates. Could you share what you would like to use templates for Chevas?
- Stacey K.29 years agoNew member | Level 1
sorry, found the answer.
- christine t.79 years agoNew member | Level 1
It looks like this might be a workaround: select all the content on the page you want to duplicate, create a new doc, paste the contents.
It seemed to work for me.
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