Documents

# Create and manage document templates

Build your own PDF layouts for orders, consignments and trips, start from a catalogue design, and duplicate or delete templates.

Updated 4 October 2026

**Who can do this:** The Document Templates menu item needs permission for document templates.

A document template is a page layout that Transportial fills with the data of an order, consignment, trip or other record and turns into a PDF. Use templates for your own waybills, loading lists, order confirmations or a CMR on your own form.

## Open the templates list

1. Open the side menu (☰, top right).
2. Click **Document Templates**.
3. Use **Search...** or the **Document Type** filter to find a template.
4. Click a template to open it in the designer.

The list shows the **Template Name**, **Document Type**, **Entity Type** and dates.

## Create a template

1. Click **New Template**.
2. Choose how to start. Click the **New Template** tile (+) for an empty page, or click one of the catalogue designs, grouped by category.
3. The designer opens. A catalogue design is copied for your platform and is not saved yet.
4. Enter a **Template Name** in the toolbar.
5. Choose the **Document Type** and the **Entity Type**.
6. Design the page. See [Design a document template](/en/help/document-designer).
7. Click **Save**.

Do you already have a paper or PDF form you want to reproduce? Use **Generate with AI** in the designer to recreate it from a photo or PDF.

## Document types and entity types

The **Entity Type** decides which data the template can use and where you can download it. The **Document Type** labels what kind of document it is.

| Setting           | Options                                                      |
| ----------------- | ------------------------------------------------------------ |
| **Document Type** | CMR, Waybill, Invoice, Quote, Transport Order, Trip, Custom  |
| **Entity Type**   | Transport Order, Invoice, Quote, Trip, Consignment, Business |

**Download from Template** is offered on transport orders, consignments and trips, and only lists templates with the matching entity type. Choose the entity type before you bind fields, because the available fields depend on it.

## Edit, duplicate or delete a template

* Choose **Edit** in the row actions, or click the row, to open the template in the designer.
* Choose **Duplicate** to create a copy, for example to make a variant for one customer.
* Choose **Remove** and confirm in **Delete Template** to delete it.

Deleting a template cannot be undone. Message automations and capacity contracts that use the template can no longer attach it.

## Where templates are used

* **Download from Template** on transport orders, consignments, trips and the plan board. See [Download a document from a template](/en/help/download-document-from-template).
* **Document template attachments** in a message automation: the templates are rendered and attached to the outgoing message. See [Message automations](/en/help/message-automations).
* Capacity contracts that send orders to a carrier as a PDF can use a template for that PDF. See [Capacity contracts](/en/help/capacity-contracts).

## Related articles

* [Design a document template](/en/help/document-designer)
* [Download a document from a template](/en/help/download-document-from-template)
* [Print CMR documents](/en/help/cmr-documents)
* [Send messages automatically with message automations](/en/help/message-automations)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/document-templates