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You can create a project template from any existing project, capturing its complete configuration as a reusable blueprint for new projects.

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What Gets Included

When you create a template from a project, the following are captured:
  • Project settings and options
  • Document store configurations
  • Data definitions (taxonomies)
  • Assistant configurations and pipeline setup
  • Data forms
  • Scheduled job configurations
  • Project resource associations
Templates capture configuration only, not data. Documents, extracted data, and execution history are not included in the template.

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Creating a Template

1

Navigate to Create Template

From the Project Home, click the Create Template card.
2

Configure Template

Set the template name, description, and any metadata.
3

Review Included Resources

Verify which resources and configurations will be included in the template.
4

Save Template

The template is created and becomes available in the Project Marketplace for creating new projects.