By Megon VenterMon. 18 Mar. 20243min Read

How to Create Google Docs Templates

In this guide, our team will guide you through the steps to create Google Docs templates so you can customize your own documents.
How to Create Google Docs Templates

For individuals and organizations alike, having readily available templates for common documents can streamline workflows and save valuable time.

 

Google Docs offers a convenient platform for creating and sharing templates tailored to specific needs. Check out our templates page for more useful, ready-made templates to fill out using PDF Reader Pro.

 

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Megon Venter
B2B SaaS Content Writer LinkedIn
Megon is a B2B SaaS Content Writer with 7 years of experience in content strategy and execution. Her expertise lies in the creation of document management tutorials and product comparisons.


How to Create Google Docs Templates

Easily create a template file using our fillable template guide for Google Docs. Be sure to browse through our template-filling features for PDFs as well!



Image Source: PDF Reader Pro

 

Step 1: Access Google Docs

Open your web browser and navigate to Google Docs (docs.google.com). Sign in to your Google account if you're not already logged in.

 

Step 2: Choose a Template File

Click on the "Template Gallery" or "Template Gallery" button to browse through the available templates. Alternatively, you can start with a blank document and customize it according to your requirements.

 

Step 3: Customize the Template

Once you've selected a blank document template, customize it to suit your needs. Modify the text, formatting, colors, and images to reflect your brand or personal style. 

 

Step 4: Save the Template

After making the necessary modifications, save the document as a template. This will automatically save to your Google Drive.

 

Step 5: Access and Use the Template

Your newly created template will be available in your recent documents but you can move it to your own designated template folder by clicking "Move" and selecting the output folder you created and clicking "Move".

You can also check our instructions on creating a template in Gmail.

 

Integrating Google Suite with PDF Reader Pro

By integrating Google Suite with PDF Reader Pro, users can streamline their workflow, enhance document management, and improve productivity.

 

  1. Connect Google Drive with PDF Reader Pro: The first step in integrating Google Suite with PDF Reader Pro is to connect your Google Drive account with the PDF Reader Pro application. This allows you to access and manage your PDF files stored in Google Drive directly from PDF Reader Pro, eliminating the need for manual file transfers.

  2. Import and Export Documents: With the integration in place, you can easily import PDF files from Google Drive into PDF Reader Pro for viewing, editing, or annotating. Similarly, you can export edited PDFs back to Google Drive, ensuring seamless synchronization and version control across devices.

  3. Collaborate in Real-Time: Google Suite's collaborative features, such as Google Docs and Google Sheets, enable real-time collaboration among team members. By integrating PDF Reader Pro with Google Drive, you can collaborate on PDF documents in a similar manner, with multiple users editing and commenting on the same document simultaneously.

  4. Edit PDFs with Ease: PDF Reader Pro offers robust editing capabilities, allowing users to modify text, images, and other elements within PDF documents. With the integration with Google Suite, you can seamlessly edit PDFs stored in Google Drive using PDF Reader Pro's intuitive editing tools.

  5. Access Files Across Devices: One of the key benefits of integrating Google Suite with PDF Reader Pro is the ability to access your PDF files from any device, whether it's a desktop computer, laptop, tablet, or smartphone. This ensures that you can work on your documents anytime, anywhere, without any limitations.

  6. Secure Document Management: PDF Reader Pro offers advanced security features to protect sensitive documents, including password encryption and digital signatures. By integrating with Google Suite, you can securely store and manage your PDF files in Google Drive, knowing that your data is protected at all times.

 

"PDF Reader Pro is an amazing tool for individuals and for business. It's annotation and editing help me with my daily tasks and allows for collaboration amongst my team and I."
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Naaziyah Ismail
B2B SaaS Content Writer
Source: LinkedIn


Download PDF Reader Pro for Mac or Windows

If you'd like to experiment with integrating your template content with our PDF fill feature or create your own form on PDF, download PDF Reader Pro below:

Get Started with PDF Reader Pro Today!


Best Practice for Creating Google Doc Templates

Whether you're crafting resumes, project proposals, or meeting agendas, creating effective templates can save you time and ensure uniformity across your documents.

 

  1. Design with Consistency in Mind: Consistency is key to creating professional-looking documents. Establish a cohesive design theme that reflects your brand identity or personal style. Choose fonts, colors, and formatting options that align with your organization's branding guidelines.

  2. Incorporate Placeholder Text and Variables: To make your templates more versatile, include placeholder text for information that will vary from one document to another. Utilize variables such as [Name], [Date], or [Company Name] that users can easily replace with specific details.

  3. Utilize Google Docs Features: Take advantage of Google Docs' built-in features to enhance your templates. Use headings, bulleted lists, and tables to organize information effectively. Leverage tools like Google Forms for creating fillable fields or Google Sheets for data tracking.

  4. Share and Collaborate: Share your templates with colleagues or team members to facilitate collaboration and ensure consistency across documents. Consider creating a shared folder or repository where users can access and contribute to the templates.

  5. Regularly Update and Maintain: Document templates may require updates over time to accommodate changes in branding, formatting preferences, or document requirements. Schedule regular reviews and updates to keep your templates current and relevant.

 

"As a content creator, having a reliable PDF reader and editor is crucial. PDF Reader Pro’s editing and conversion tools help me easily navigate tasks for every client."
person
Megon Venter
B2B SaaS Content Writer LinkedIn
Source: LinkedIn


FAQs: Google Doc Templates

Our team has put together a number of questions and answers about template documents to help you use the custom template features part of Google Suite. 

 

How do I Access Google Docs Templates?

To access Google Docs templates, open Google Docs and click on the "Template Gallery" button located in the upper-right corner of the screen. From there, you can browse through a selection of templates or search for specific templates using keywords.

 

Can I Create Custom Templates?

Yes, Google Docs allows users to create custom templates based on their specific needs. To create a custom template, start by designing your document with the desired formatting and content. Then, click on "Template" and select "Submit Template" to save it to the template gallery for future use.

 

Are there Different Categories of Templates Available?

Yes, Google Docs offers templates organized into various categories to cater to different document types and purposes. Users can select categories such as resumes, calendars, brochures, and more to find templates tailored to their needs.

 

Can I Share Templates with Others?

Yes, Google Docs allows users to share templates with others by simply providing them with access to the template link. Additionally, users can collaborate on templates in real-time, making it easy to work together on documents.

 

Are Google Doc Templates Available in Different Languages?

Google Doc templates are available in multiple languages, allowing users from different regions and language preferences to access and utilize templates in their preferred language. Users can switch the language settings to access templates in their desired language.

 

Can Templates be Used for Business Purposes?

Yes, Google Doc templates offer a wide range of options suitable for business purposes, including business plans, invoices, meeting agendas, and more. These templates can be customized to reflect a company's branding and formatting preferences.

 

Are There Templates Available for Educational Use?

Yes, Google Docs provides templates suitable for educational purposes, including lesson plans, class schedules, student progress reports, and more. These templates can be valuable tools for educators looking to streamline their administrative tasks and enhance classroom organization.

 

Can I Access Templates on Different Devices?

Google Docs templates are accessible on various devices, including desktop computers, laptops, tablets, and smartphones. Users can access their templates from any device with an internet connection, making it convenient to work on documents anytime, anywhere.

 

By following the steps outlined in this guide and leveraging the benefits of templates, you can optimize your workflow and focus on what matters most—creating impactful content.

 

Start creating your customized Google Docs templates today and unlock the full potential of collaborative document creation.

Get Started with PDF Reader Pro Today!