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.
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 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
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