Creating a Document Template

Create a document template to use custom documents 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.

  4. Select the Organization Type to determine if General Contractors or Subcontractors will use this document.
  5. Optional. 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).

  6. Optional. Use the drop-down menus to change the page margins of your document template.
  7. Click Update.

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

  8. Begin entering text for your document template.
  9. Either highlight entered text or place your cursor where you would like to add a variable.
  10. 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 Documents for more information on how to add Start and End Tags to add a conditional variable.

  11. 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.