> For the complete documentation index, see [llms.txt](https://docs.monolithforensics.com/monolith/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.monolithforensics.com/monolith/using-monolith/settings/document-templates.md).

# Document Templates

Manage reusable Microsoft Word templates used to generate Custom Case Reports in Monolith.

Document Templates stores the Microsoft Word templates available for use with [**Custom Report Templates**](/monolith/using-monolith/case-management/cases/case-reports/custom-report-templates.md).

Templates saved here can be reused when generating reports from different Cases, allowing your team to maintain consistent report formats without uploading the same `.docx` file each time.

### View Document Templates

Navigate to **Settings > Document Templates** to view the templates available in your Monolith environment.

The table can display information such as:

* Template Name
* Description
* Created By
* Created On
* Shared status

Use the available table controls to search for templates or adjust the visible columns.

### Add a Document Template

Select **Add Template** to upload a new Microsoft Word report template.

Document Templates use the `.docx` file format and can contain Monolith report variables, loops, tables, conditional logic, and other supported template syntax.

After a template is added, it can be selected when generating a Custom Report from a Case.

See **Custom Report Templates** for information about building and using report templates.

### Templates Created From a Case

Custom Report Templates can also be uploaded while generating a report from a Case.

Once saved, those templates are available from **Settings > Document Templates** for future management and reuse.

This allows users to build and test templates as part of the reporting workflow without needing to upload the same template again for every Case.

### Shared Templates

Use the **Shared** setting to control whether a template is available to other users in your Monolith environment.

A shared template can be selected by other team members when creating Custom Reports.

Templates that are not shared remain available only to the user who created them.

Sharing commonly used templates can help standardize reporting across the organization.

### Manage Existing Templates

Use Document Templates to maintain the reusable report formats used by your team.

This is especially useful when:

* Updating an existing report template
* Testing changes to template syntax
* Maintaining organization-specific report formats
* Providing standardized templates to other users
* Reusing the same report format across multiple Cases

When updating a template, test the generated report before using the revised version for final reporting.

### Document Templates vs. Editor Templates

**Document Templates** are Microsoft Word `.docx` files used to generate Custom Case Reports.

[**Editor Templates**](/monolith/using-monolith/settings/editor-templates.md) are reusable content blocks used within Monolith's Notes editor.

Use Document Templates when you need a reusable report format. Use Editor Templates when you want to standardize recurring Notes or documentation entered directly into Monolith.

### Related Documentation

* [**Custom Report Templates**](/monolith/using-monolith/case-management/cases/case-reports/custom-report-templates.md)
* [**Monolith Case Reports**](/monolith/using-monolith/case-management/cases/case-reports/monolith-case-reports.md)
* [**Template Variables**](/monolith/using-monolith/case-management/cases/case-reports/custom-report-templates/template-variables.md)
* [**Template Examples**](/monolith/using-monolith/case-management/cases/case-reports/custom-report-templates/template-examples.md)
* [**Editor Templates**](/monolith/using-monolith/settings/editor-templates.md)
* [**Case Reports**](/monolith/using-monolith/case-management/cases/case-reports.md)