> ## Documentation Index
> Fetch the complete documentation index at: https://docs.raycaster.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Templates

> Create and manage reusable templates for your organization

<Frame>
  <img src="https://mintcdn.com/raycaster/dEhs8Du7OeRsZOdB/images/template-page.png?fit=max&auto=format&n=dEhs8Du7OeRsZOdB&q=85&s=54d2bc7698c42192a9fd93e7b180067d" alt="Templates interface showing built-in and custom templates with management options" class="rounded-lg border border-gray-200 dark:border-gray-700" title="" width="1437" height="992" data-path="images/template-page.png" />
</Frame>

## Overview

Templates provide reusable sheet structures that help your organization work consistently and efficiently. Access all templates from the **Templates** page where you can view built-in templates and manage your custom ones.

## Accessing Templates

### Templates Page Interface

The **Templates** page shows all available templates in an organized card layout:

**Built-in Templates:**

* Display with "Built-in Template" badges
* Include column counts and feature tags
* Cannot be edited or deleted
* Available to all organization members

**Custom Templates:**

* Show edit and delete icons for templates you own
* Display "Edit Template" button for modifications
* Include column counts and customizable descriptions
* Can be shared with your organization

### Creating New Content from Templates

<Steps>
  <Step title="Access Creation">
    Click **+ Create Template** to make a new template, or use templates when creating sheets
  </Step>

  <Step title="Choose Template">
    Select from built-in templates or your custom templates
  </Step>

  <Step title="Configure Settings">
    Set name, location, and access permissions
  </Step>

  <Step title="Start Working">
    Your new content includes all template structure and settings
  </Step>
</Steps>

## Built-in Templates

### Default Company Research

Track and analyze companies including funding, web traffic, and key metrics.

**14 columns including:**

* **Company Details**: Company name, website, industry, location
* **Website**: Traffic analysis and web presence data
* **Location**: Geographic information and market presence
* **Funding**: Investment rounds, total funding, investors
* **Business Metrics**: Revenue, growth rate, employee count
* **Research Columns**: AI-powered company analysis and insights

### Default People Research

Track and research people including their professional details and contact information.

**15 columns including:**

* **Contact Info**: Name, email, phone, social profiles
* **Professional Info**: Title, company, department, experience level
* **LinkedIn Profile**: LinkedIn data and professional network
* **Background**: Education, career history, skills
* **Research Data**: AI-powered professional analysis
* **Engagement**: Interaction history and personalization data

## Template Management

### Editing Custom Templates

For templates you've created, use the template management options:

<Steps>
  <Step title="Access Template">
    Navigate to the **Templates** page to view all your templates
  </Step>

  <Step title="Edit Template">
    Click the **Edit Template** button or edit icon on your custom template
  </Step>

  <Step title="Modify Structure">
    Update columns, settings, descriptions, and sharing permissions
  </Step>

  <Step title="Save Changes">
    Save your modifications to update the template for future use
  </Step>
</Steps>

### Template Actions

**Edit Options:**

* **Edit Icon**: Quick access to template editor
* **Edit Template Button**: Full template modification interface
* **Column Management**: Add, remove, or modify template columns
* **Settings Update**: Change template name, description, and sharing

**Delete Options:**

* **Delete Icon**: Remove custom templates you no longer need
* **Confirmation Required**: Prevents accidental template deletion
* **Impact Warning**: Shows which content uses the template before deletion

<Note>
  Built-in templates (marked with "Built-in Template" badges) cannot be edited or deleted, but you can create custom templates based on them.
</Note>

## Specialized Template Examples

### Clinical Trials Template

* **Trial Information**: NCT numbers, phases, status
* **Sponsors**: Companies, investigators, sites
* **Medical Details**: Indications, populations, endpoints
* **Timeline**: Start dates, milestones, completion
* **Regulatory**: FDA status, approvals, submissions

### Patent Research Template

* **Patent Info**: Numbers, titles, inventors, assignees
* **Classification**: IPC/CPC codes, technology categories
* **Analysis**: Patent family, citations, legal status
* **Commercial**: Applications, licensing opportunities

### Publication Research Template

* **Bibliographic**: Title, authors, journal, publication date
* **Content**: Abstract, keywords, methodology, findings
* **Network**: Author affiliations, funding sources
* **Impact**: Citations, collaboration networks

## Creating Custom Templates

### Using the Create Template Button

Access template creation from the **Templates** page:

<Steps>
  <Step title="Access Templates Page">
    Navigate to the **Templates** page in your workspace
  </Step>

  <Step title="Start Creation">
    Click the **+ Create Template** button in the top right

    <img src="https://mintcdn.com/raycaster/dEhs8Du7OeRsZOdB/images/template-editor.png?fit=max&auto=format&n=dEhs8Du7OeRsZOdB&q=85&s=b8d0383aeff9852f57f68c73eefbf15d" alt="Template Editor Pn" width="1439" height="990" data-path="images/template-editor.png" />
  </Step>

  <Step title="Configure Template">
    Set up your template structure:

    * **Name**: Choose a descriptive template name
    * **Description**: Explain the template's purpose
    * **Columns**: Define the column types and settings
    * **Research Settings**: Configure AI research capabilities
  </Step>

  <Step title="Set Sharing">
    Choose template visibility:

    * **Personal**: Only you can use this template
    * **Organization**: Available to all team members
  </Step>

  <Step title="Save Template">
    Save your template to make it available for creating new sheet
  </Step>
</Steps>