Templates Overview
Learn how to create and manage document templates in Crove.
Templates
Templates are the foundation of document automation in Crove. A template is a reusable document design with dynamic variables that get replaced with real data when someone fills the form.
Creating a template
- Navigate to Templates in the sidebar
- Click Create Template
- Enter a name for your template
- You'll be taken to the template editor
You can also:
- Duplicate an existing template to use it as a starting point
- Import a template from a file
- Clone from Gallery to start with a pre-built template
Template structure
Every template has three main components:
1. Document content
The rich text document designed in the template editor. This is your document's layout — headings, paragraphs, tables, images, and dynamic variables.
2. Form schema
The form configuration that determines what fields recipients see. Built in the form builder, the form is automatically generated from your variables but can be fully customized.
3. Variable system
The variables and expressions that power dynamic content. Variables are placeholders in your document; expressions compute values automatically.
Managing templates
Search and sort
Use the search bar to find templates by name. Sort by newest, oldest, or alphabetically.
Duplicate a template
Click the three-dot menu on any template card and select Duplicate. This creates an exact copy with all variables, form fields, and settings preserved.
Delete a template
Click the three-dot menu and select Delete. This action is permanent and cannot be undone.
Rename a template
Click the three-dot menu and select Rename to change the template's display name.
Template settings
Inside the template editor, you can configure:
| Setting | Description |
|---|---|
| Public fill | Enable a public link that anyone can use to fill the form |
| Downloadable | Allow respondents to download the completed PDF |
| Redirect URL | Where to send respondents after form completion |
| Custom fonts | Upload and use custom fonts in your document (Pro+) |
Template versioning
Crove automatically saves versions of your template as you work. You can:
- View the version history
- Preview any previous version
- Restore a previous version if needed
Exporting data
CSV export
Export all responses collected through a template as a CSV file. Navigate to the template and use the Export CSV option. This exports all variable values across all documents created from this template.
DOCX export
Export individual documents as DOCX files for editing in Microsoft Word or Google Docs.
Next steps
- Template Editor — Learn the rich text editor
- Variables — Add dynamic content to your templates
- Expressions — Create computed fields and conditional logic
- Form Builder — Customize the data collection form