Templates

Document Templates

Document Templates
Standardize your documents with built-in branding and structure.

Document Templates allow you to connect existing files (stored in SharePoint or another library) and use them directly within KanBo cards.

Key Features

Corporate Document Library: Connect to pre-approved template folders (requires Document sources role).

Version Control: Always use the latest version — updates sync automatically from the source.

Consistent Look & Feel: Templates include company logos, colors, and formatting standards.

Brand Integrity: Enforce document quality across all departments.

Collaboration Ready: Multiple users can work on documents created from templates.

Integration with Card Templates: Combine with card templates to automate documentation workflows.

Business Example

A finance department uses a “Quarterly Report Template” (Excel file stored in SharePoint).
Whenever a new report cycle starts, KanBo automatically generates a new document instance from this template inside a project card — correctly named, formatted, and version-controlled.

Standardize your documents with built-in branding and structure.

Document Templates allow you to connect existing files (stored in SharePoint or another library) and use them directly within KanBo cards.

Key Features

Corporate Document Library: Connect to pre-approved template folders (requires Document sources role).
Version Control: Always use the latest version — updates sync automatically from the source.
Consistent Look & Feel: Templates include company logos, colors, and formatting standards.
Brand Integrity: Enforce document quality across all departments.
Collaboration Ready: Multiple users can work on documents created from templates.
Integration with Card Templates: Combine with card templates to automate documentation workflows.

Business Example

A finance department uses a “Quarterly Report Template” (Excel file stored in SharePoint).
Whenever a new report cycle starts, KanBo automatically generates a new document instance from this template inside a project card — correctly named, formatted, and version-controlled.