Creating a Document Template

Create a document template to use on your organization projects on Textura.

To create a document template:

  1. Navigate to the Documents Page

    The Documents Library page displays.

  2. Click New Template.

    The Template Properties page displays.

  3. Enter a name and select a document type.

    Note: Currently, you can only create conditional and unconditional lien waivers. Lien waiver creation for Lien Waiver Only Sub-Tiers (LW Subs) is not supported.

  4. Select the Organization Type to determine if General Contractors or Subcontractors will use this document.
  5. (Optional) Enter text in the Edit Comments field to leave an internal comment about the document template. Editors and Publishers can read this comment when viewing the document template's Document Properties page, but the comment will not display in the document template itself.
  6. (Optional) Review Document Features.

    Document Features are informational, static text about additional document settings. You cannot edit this text.

  7. Choose a Page Type.

    The application defaults to selecting the Letter (8.5 x 11) option, but you can choose to change the Page Type to A4 (8.3 x 11.7 in) or Legal (8.5 x 14 in).

  8. (Optional) Use the drop-down menus to change the page margins of your document template.
  9. Click Update.

    The Document Editor opens. The editor in Documents offers a range of formatting options to offer you some control over text appearance, styling, and alignment.

    Text entered in the Document Editor defaults to 12pt Helvetica font.

  10. Begin entering text for your document template.

    Note: You can paste content from your clipboard into the Document Editor. All formatting except hard returns will be stripped from the source and must be re-applied in the Document Editor.

  11. (Optional) Adjust styling by adding a table.

    See Adding a Table to a Document Template.

  12. (Optional) Add a header and footer.

    See Adding a Header or Footer to a Document Template.

  13. Either highlight entered text or place your cursor where you would like to add a variable.
  14. From the Document Editor Ribbon, add a variable.
    • Variable Plugin: Add a plugin to pull information from a project, contract, or organization profile into the document template, as well as Signer, Notary and custom-defined variable data.

      Note: All document templates need a signature variable.

    • Conditional Tags: Add a pair of conditional begin and end tags that apply to the content entered between the tags.

      For example: Use a conditional plugin to display text only when users sign a final unconditional lien waiver.

      See Using Conditional Start and End Tags in Document Templates for more information on how to add Start and End Tags to add a conditional variable.

  15. After finishing the document template, you can:
    • Cancel: Select Cancel to return to the Document Properties page.
    • Preview: Select Preview to see a preview of the document template.
    • Submit: Select Submit to begin the Publisher workflow.
      • The Document Editor closes.
      • The document template's name, status, type, and creation information displays in a new line in the table on the Document Library page.

Watch the Working with a Document Template video.

Watch the Using Variables in Document Editor video.