> For the complete documentation index, see [llms.txt](https://help.docexport.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.docexport.com/getting-started/predefined-template.md).

# Use a predefined template

The fastest way to a polished document - without building anything yourself. DocExport ships with **ready-made templates** for the most common use cases. Pick one, match it to your board, and you're done.

Built-in examples include **Event Tickets with QR codes, Quotes, Invoices, Shipping Notes, Project Reports** and more.

{% hint style="info" %}
Just need a plain printout of an item or your board? Use **Item Print** or [**Board Print**](/getting-started/board-level-template/board-print.md) instead - those need no column matching at all. This page is for the **designed** templates (invoices, tickets, reports…).
{% endhint %}

### How to use a predefined template

1. **Select a template.** Open the **DocExport** view and pick a template from the *Select template* dropdown. You'll get a live preview right away — or browse the full set first in our [Template Gallery](https://www.docexport.com/template-gallery/).
2. **Match the columns.** Assign each field in the template to the matching column on your monday.com board. If your board already has columns with the **same names** as in the template, DocExport matches them automatically — you only adjust the rest.
3. **Preview & download.** DocExport builds a real-time preview from your data. *(For an item-level template, pick the item in the dropdown next to the preview.)* Then:
   * **a)** Download it as is with the **Download** button, or
   * **b)** click **Customize template** to download it as a Word file and adjust the design — colors, fonts, logo. See [Branding & design](/template/branding-and-design.md).
4. **Distribute & automate.** Click **Actions/Automations** to send the document by email, save it to a file column, or generate it automatically on a schedule. See [Actions](/features/actions.md) and [Automations](/features/automations.md).

<figure><img src="/files/2rRwFa16bQF7nlJBCbbQ" alt=""><figcaption></figcaption></figure>

### Related

* [Template Gallery](https://www.docexport.com/template-gallery/) — browse and download all ready-made designs
* [Branding & design](/template/branding-and-design.md) — adapt a template to your brand
* Prefer to build from scratch? See [Item Level from A–Z](/getting-started/item-level-template.md) or [Board Level from A–Z](/getting-started/board-level-template.md).
