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There are two categories of templates in Doorways. Report templates and Letter templates. Letter templates always need a household reference in order to be generated. Reports can be generated with no references to a specific household.


NOTE: Default Templates Cannot be Edited. In order to make edits to a default template, you must download the default template from Doorways, make edits in Microsoft Word, and Upload the new template with a new name. For information on edits, see Creating a New Template.

Letter Template List

    1. Template Search: Click in this field a and type the name of the template you are looking for.
    2. Template Tag Select: Click the dropdown to select a tag. This will narrow the template list down to only the templates that were given the selected tag.
    3. New Template: Click this button to begin the process of adding a new template. Continue reading for a guide on Adding New Letter Templates
    4. Template Info: Each row is for a different Letter template. Information includes the Name, Upload Date, and Description.
    5. Tags: List of tags each template is associated with.
    6. Edit: Click the pen icon to edit the name and/or description of a template. This feature is only available for templates that are not a part of the "default set". In other words, you can only edit templates that were added by users.
    7. Download: Click this icon to download a copy of the template in Microsoft Word format. This will most often be used in the case of making edits to a default template
    8. Archive: Clicking this icon will move the template to the "Archived" section of the template roster. This option is available only for "default templates", and only for Admin users.
    9. Delete: Click this button to delete the template completely. This feature is only available for templates that are not a part of the "default set". In other words, you can only delete templates that were added by users.

Guide to Adding a New Letter Template

  1. Navigate to Templates > Letters.
  2. Click the "New Template" button.
  3. Drag and Drop, or select a file from your computer to upload.
  4. Enter a Name for the New Template.
  5. Optional, add a description or explanation.
  6. Select tags that apply to the New Template.
  7. Click "Create Template".
  8. Success! The template has been added, and you will be redirected to the template list.

Report Template List

    1. Template Search: Click in this field a and type the name of the template you are looking for.
    2. Template Tag Select: Click the dropdown to select a tag. This will narrow the template list down to only the templates that were given the selected tag.
    3. New Template: Click this button to begin the process of adding a new template. Continue reading for a guide on Adding New Report Templates
    4. Template Info: Each row is for a different Report template. Information includes the Name, Upload Date, and Description.
    5. Tags: List of tags each template is associated with.
    6. Edit: Click the pen icon to edit the name and/or description of a template. This feature is only available for templates that are not a part of the "default set". In other words, you can only edit templates that were added by users.
    7. Download: Click this icon to download a copy of the template in Microsoft Word format.
    8. Archive: Clicking this icon will move the template to the "Archived" section of the template roster. This option is available only for "default templates", and only for Admin users.
    9. Delete: Click this button to delete the template completely. This feature is only available for templates that are not a part of the "default set". In other words, you can only delete templates that were added by users.

Guide to Adding a New Report Template

  1. Navigate to Templates > Reports.
  2. Click the "New Template" button.
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  3. Drag and Drop, or select a file from your computer to upload.
  4. Enter a Name for the New Template.
  5. Optional, add a description or explanation.
  6. Select tags that apply to the New Template.
  7. Click "Create Template".
  8. Success! The template has been added, and you will be redirected to the report template list.
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