--- title: "Manage document template components in Template Manager" slug: "manage-document-template-components-in-template-manager" updated: 2026-03-27T18:19:01Z published: 2026-03-27T18:19:01Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage document template components in Template Manager ## Overview ## After setting up your document template and specifying its type and details, you can move on to the Template Design of your document. The *Template Design* section contains design elements (components) that let you customize the look of your document. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, and bookkeepers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - When a document template is saved and published, you can rename the template but you cannot change the template type. - The *Template Type* you select when creating the document template determines what components are available for placement in your document template. For example, a template type of Invoice displays invoice-related components, such as invoice totals, billing address, and invoice payments. - Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component. - You can edit certain component labels to display the text of your choice. For example, in the *Document Name*component, you can modify the *Invoice* and *Invoice Date*labels. ## Add components to your document template 1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, click **Operations > Document Templates**. 3. Edit an existing document template or create a new one. The *Template Design*screen opens. 4. In the side menu, click **Content**. A list of available components opens. 5. Drag and drop the component you want to add to the template area. > [!NOTE] > **Note:** You must drag and drop the component to a content block, indicated by a blue box, on the template. ## Get smart suggestions for your components Improve your templates using our AI integration, which suggests better options for a more cohesive and polished result. ### Add smart headings 1. On the *Template Design* screen, select **Content**. 2. Drag and drop the **Heading**component to the template area. ![Invoice template design showcasing tasks, descriptions, and charges for plumbing services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-hgjko49f.png) 3. In the *Content*area, you’ll see a new *Smart Headings* section. Click **See the Magic**. 4. Enter your **Heading Text** and click **Get Suggestions**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-dtp6k589.png) > [!TIP] > **Tip:** Choose the tone for your heading to receive more precise suggestions. ### Add smart text 1. On the *Template Design* screen, select **Content**. 2. Drag and drop the **Text**component to the template area. 3. After adding text to the component box, click **Smart Text**. 4. In the *Smart Text*pop-up that opens, choose your preferred option. ![AI writing tool options for enhancing text quality and improving writing skills.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-l746s7wb.png) ## Add AI-generated images 1. On the *Template Design* screen, select **Content**. 2. Drag and drop the **Image**component to the template area. 3. In the new *Magic Image* section that opens, click **See the Magic**. 4. Enter **Your Text Prompt** and click **Next**. ![A turtle gracefully swims underwater in an expressive, colorful painting style.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-t3y821ah.png) 5. Review the *Suggested Prompts*and select the one that best fits your requirements. 6. Choose your style and click **Generate**. 7. Hover over your preferred image and click **Use Image**. ![A diverse group of workers collaborates on plumbing projects in a workshop setting.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-afnm1tr6.png) ## Duplicate or delete a component on your template To duplicate a component: 1. Select the component on the template. 2. Click **Duplicate**. The duplicated component opens on a new row below the original component. ![Table displaying materials, descriptions, quantities, prices, and total costs for items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-m52fdgzv.png) To delete a component: 1. Select the component on the template. 2. Click **Delete**. 3. On the confirmation window that opens, click **Delete**. ## Create a custom component Certain components let you customize their appearance and the content displayed on your template. For example, the *Chargeable Materials* component displays a list of chargeable materials including date, quantity, price, and material description. You can customize this component to display or hide certain content, such as the date and price. You can even indicate whether you want to aggregate the content to only display the totals. To customize a component: 1. Select a component on the template. A list of options appears on a side menu. 2. Click **Hide** to hide specific content. ![Overview of chargeable materials with columns for details on customer invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-f5b32zof.png) 3. Click **Edit** to edit the column label: 1. Modify the *Field Label* to display the text of your choice. 2. Customize *Label*and *Value styles*including the text style, font appearance, and color. ![Quick video of component being edited in Document Template Manager](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Component_Label_edit.gif) 4. If applicable, use the **Aggregate** toggle to display content in aggregated format. > [!NOTE] > **Note:** The component description is created and edited by ServiceTitan. ## Save your custom component You can save your customized components to use in other templates. This saves you time from having to make those changes again. To save a customized component: 1. Customize a component. 2. From the component side menu, click **Save as**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-skahcihp.png) 3. On the pop-up that appears, enter a **Component Name*.*** 4. In the **Available for template type**dropdown, select the template type where this custom component can be used. ![Form fields for creating a custom component with template options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-document-template-components-in-template-manager-image-h1ooze6b.png) > [!NOTE] > **Note:** You can select multiple template types or select the option for all template types. 5. When finished, click **Save**. ## Manage your saved components The *Document Templates* screen keeps a list of components you have customized and saved. To view this list, click the **Saved Components**tab. This tab also lets you: - Edit existing custom components - Delete existing custom components ## Edit saved components 1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, click **Operations > Document Templates**. 3. On the *Document Templates*screen, under the **Saved Components**tab, locate the saved component you want to edit. 4. Click **More**and select **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png)**. 5. On the *Component Design* screen that opens, make the changes you want. 6. When finished, click **Save as new**or **Save**. 7. On the confirmation pop-up, click **Save**. ## Delete saved components 1. Go to the navigation bar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, click **Operations > Document Templates**. 3. On the *Document Templates*screen, under the **Saved Components**tab, locate the saved component you want to edit. 4. Click **More** and select **Delete**. 5. On the confirmation pop-up, click **Delete**. When deleting a custom component, it will no longer be available when used in existing templates. ## Want to learn more? - See [Copy and customize invoice print templates](/v1/docs/copy-and-customize-invoice-print-templates) - See [Create a new document template with Template Manager](/v1/docs/create-a-new-document-template-with-template-manager)