---
title: Document templates
id: settings.templates
description: "Choose how a quote, invoice or purchase order looks by installing templates from a gallery and setting their options."
lastUpdated: 2026-10-16
order: 90
---

## What it does

Templates has a type filter above two sections. The filter narrows both sections to one document type.

Installed Templates shows the templates your organisation has. Each card shows its type, and a Default star on the default for that type. An Update available badge shows when the gallery has a newer version. The section appears only while the filter matches an installed template. It is not there on a fresh organisation, or on a type with nothing installed.

Template Gallery shows the templates left to install. Once you have installed them all, the gallery says so.

Install opens a window with a preview and a Template Name of your own. It also has a box to make the template the default for its type. For the first template of a type, the box is gone, and the window says the template will be the default. Installing takes you to the template's page.

That page puts a live preview beside a Template Settings card. The colours, fonts and switches on the card are the ones that template defines. Save keeps your changes. More Actions holds Set as default, View Audit History and Uninstall. While the gallery has a newer version, Update appears beside it.

## Before you start

Administrator or above. Below that role, installing, saving template settings and everything in More Actions are unavailable, and you will not see Install at all.

You can only uninstall a template while another of the same type is installed. Lucrii never leaves a type without one. Documents you already made keep the template they were made with.

A Template Name can be up to 255 characters. Template Settings can be up to 16 KB.

## How to use it

1. Open Settings, then Templates under Organisation.
2. Choose a type in the filter, or leave it on All Types.
3. Select Install on a gallery card.
4. Give the template a Template Name.
5. Select Install Template, then set its properties on the page that opens and select Save.

Updating from the gallery keeps the settings you have already set.

## Related

- [General organisation settings](/docs/settings/organisation-general.md): Set your organisation's name, logo, currency, country, timezone, business type and email signature, and switch Hermes, achievements and quests.
- [Emailing and downloading documents](/docs/orders/documents.md): Preview a quote, an invoice or a purchase order in the send window and email it to the order's contact. Resend it later, or download it as a PDF.
- [Audit history on a record](/docs/account/audit-history.md): Read a record's audit page, the dated list of what changed on it and by whom, with the value before and after each change.

## Changes

- [Field lengths and tag limits](/changelog/2026-10-16#2026-10-16-field-lengths-and-tag-limits) - 2026-10-16
- [Help pages for every feature](/changelog/2026-09-30#2026-09-30-help-pages-for-every-feature) - 2026-09-30
- [Reassigning roles on the Members page](/changelog/2026-09-30#2026-09-30-members-and-invitations) - 2026-09-30
- [Purchase order and quote documents](/changelog/2026-09-30#2026-09-30-purchase-order-and-quote-documents) - 2026-09-30