# Customer Service Management : Ensure uniformity across documents with Templates This feature is only available for organisations on the Enterprise and Professional plans. Comm.care Templates offer a flexible structure for your Organisation's documents, ensuring consistency while streamlining business processes. A well-designed template includes the required information and document layout, and is automated to increase the efficiency of document production. This tutorial will show you how to utilise Templates in Comm.care to the fullest.  # Create Templates A template is your organisation asset. So to get started, go to **Your Organisation Name > Templates > Add Template** ## Basic fields - **Template Name**: Name of the template. - **Template for**: Type of the template, whether for [Organisation](Manage%20organisation%20policies%20and%20procedures%20with%20Comm.care.md) or [Circle](Types%20of%20documents%20in%20Circles.md) documents. - **Description**: Description of the template. - **Document Title**: Title of the document created from the template, simply enter the Title on the Default value field. - **Document Description**: Description of the document created from the template, simply enter the Description on the Default value field. ## Customised fields and components If your document requires more information, you can add new fields under the components such as **Text** (short text entry), **Textarea** (long textbox entry), **Checkbox**, **Date picker**, or **Tags** (multi-select entry). Just click on any components on the right to add it to your template. You can enter a default value for each of these customised field. This will enable your employees to generate documents in a more structured, quicker, and precise manner. As a result, the need for manual typing is replaced by selecting options, minimising the likelihood of errors or unwanted entries.  ## Tips for using customised fields - **Setting fields to active/inactive**: All fields are active by default, but you can make any field inactive by clicking **the eye icon**. This makes the field read-only during document creation and updates. To enable changes, click the same button to switch the field back to active when updating the template and related document.  - **Remove fields**: When you remove a field, it will be permanently removed from the document created from the template as well.  - **Pre-filled components**: If you add these components to your templates, when you export the document as a PDF, the components will automatically fill with the relevant Circle (or Organisation) information from the related document. The usable components vary depending on the document type.  - **Template layout**: Arrange the components in your preferred layout by clicking the arrow icon at the top right of each component to move them up or down.  Now you have just created your very first template. Let's try to create a document from this template and see how convenient it is! # Creating Documents From Templates To create a [Circle's document](Timeline%20-%20Working%20with%20the%20persons%20records.md), go to **Circle > Timeline > Add Document**, then select the **Type** and **Template**. Additionally, for progress notes created from an [appointment](Create%20or%20Delete%20Appointments.md), you can also select a template when creating that appointment. On the other hand, to create an [Organisation's document](Manage%20organisation%20policies%20and%20procedures%20with%20Comm.care.md), go to **Organisation > Documents > + Add Document**, then select the **Template**. Next, just fill in the details required within the selected template. You will notice that most of the fields have been pre-filled from the template.  > Note that you can see the name of the template you're using at the bottom right. You can also change to another the template (if available) by clicking on the dropdown icon.  **Export to PDF file:** To export the document to PDF, just click on the **To PDF** button on the bottom right. The pre-filled components will be displayed in the exact order of the template (See the image below). You can also [export multiple documents](Export%20Progress%20Notes.md) with the help of filters in Circle's Timeline.  Comm.care Templates help you save a lot of time!