Template Editor Introduction
The template editor is the main tool in TemplatePoint and is where you will be spending most of your time. It is designed to make text template work and management both efficient and simple. In this section we will go through the general flow, then its features and functionality in more depth.
The general flow is as follows:
- Add a category (if none already exist).
- Add a single template card or a template collection card.
- Open the card in edit mode by clicking the edit button on the bottom right of that card.
Single template cards
- Write your text template and add custom placeholders using
{{Label}} (e.g. {{Customer name}}).
- Save your changes by pressing the save button and exit edit mode.
- Use the template by filling in the input fields that were created from your placeholders.
- Copy the complete text by pressing the copy button.
Template collection cards
- Press the plus button to add collection text items.
- Add your template text (placeholders aren't used in collections) to each item.
- This card auto-saves your changes, so you can exit editing mode whenever you're done.
- Click a collection item's text to copy its content.
- Re-order collection items using the order button.
Using the workspace selector dropdown
There's a dropdown in the top toolbar that acts as a workspace selector, giving you quick access to every workspace you have access to. This means you rarely need to leave the template editor as a normal user.
User role label
The label next to the workspace selector will say either editor or viewer, indicating your permission level in the selected workspace.
An editor can add, remove, and edit categories and template cards. A viewer can only view and use existing template cards. If you need to change your role or someone else's, see the Organizations and workspaces section.
Template types
The two main card types are single template cards and template collection cards. They're similar in concept, but serve different purposes:
-
Single template cards
- Built for inline placeholders — ideal for things like email and SMS templates, where details like names or a case/order number vary but the rest of the text stays the same.
- Input fields are dynamically created from the placeholders in your text.
- Use the tab key to move quickly between input fields while filling in a template.
- Each field has a clear button, and there's a clear all button for the whole card.
-
Template collection cards
- Meant for smaller amounts of text — ideal for fast-paced work like customer service chat, where you reuse the same short, ready-made sentences for every customer.
- Collections don't use placeholders; each item is copied as-is.
The collection card is fairly straightforward to use, so the rest of this article focuses on the single template card, since its feature set is more extensive.
The rich text editor
Editing a single template's text happens in a rich text editor (the same kind of editor used by tools like Notion), not a plain text box. This means you can format your template with headings, bold/italic text, bullet and numbered lists, and more, in addition to placeholders and images.
Wrapping a line of text in backticks renders it as a code block once you save. Placeholders still work inside code blocks, so if you work with command-line one-liners (e.g. as a sysadmin or in DevOps), you can store a whole workflow's commands in one card with the variable parts turned into fill-in fields — useful both as a fast way to run through the task and as documentation of the workflow itself.
Two floating buttons sit in the bottom-right corner of the editor while you're in edit mode:
- Insert field — add a new placeholder (choose a label and a field type, see below) or re-insert one you've already used elsewhere in the same template.
- Choose existing — insert an image you've already uploaded elsewhere in the workspace, instead of uploading it again (see Images below).
Field types
When you insert a placeholder, you choose one of the following field types. Each renders as a different kind of input when someone fills in the template:
- Single line — a single-line text box.
- Multi line — a multi-line text area, for longer free-text.
- Number — a numeric-only input.
- Date — a date picker.
- Dropdown — a fixed set of choices you define (comma-separated) when creating the field.
- Image — lets whoever fills in the template attach an image on the spot (see "Fill-in images" below) rather than typing text.
The label you give a field also doubles as helper text shown in the input while it's empty, so a descriptive label (e.g. "Reason for escalation" rather than just "Text") makes the template easier to fill in correctly.
Images
TemplatePoint distinguishes between two different uses of images, which can be easy to mix up:
Images in the template body
These are images that are part of the template itself — a screenshot, a diagram, a signature image — and are the same for everyone who uses the template. Add one by dragging an image into the editor, pasting it, or using the editor's own image block; you can also press the Choose existing button to reuse an image you (or a teammate) already uploaded to this workspace instead of uploading a new copy.
A newly uploaded image is only staged locally until you save the card — canceling out of edit mode without saving discards it, nothing is uploaded to storage until then.
Fill-in images
A placeholder with the Image field type works differently: instead of being fixed content, it's an empty slot that whoever fills in the template attaches an image to at that moment (for example, a customer's uploaded photo in a support case). You can pick a compression size (small/medium/large) before storing it — larger sizes mean a bigger file and slower loading for whoever receives it. A fill-in image that hasn't been copied out yet can still be deleted outright; once it's been included in a copied result, it can only be cleared from the field (the stored image itself is left alone, since it may already be part of something you sent).
The image gallery and access revocation
Every image you upload into a template body is also available from the workspace's Media Library, so you can reuse it across templates without re-uploading it. Because an image can be linked into more than one template, revoking access to it is all-or-nothing: revoking removes it everywhere it's used, not just from the template you're viewing. If an image is used by more than one template, TemplatePoint shows you the list of templates that will be affected before asking you to confirm.
Locale tags
A template can be tagged with one or more locale tags (e.g. English, Norwegian) to indicate which language(s) its content is written in. A template can honestly have more than one — for example, a bilingual support email split by a separator — so this isn't a single-choice setting.
Locale tags are set from the template's settings. New templates default to whichever locale(s) you used most recently in the workspace, as a convenience. The template list has a locale filter alongside its search bar, and a category card shows a small pill for each distinct locale present across its templates when there's more than one, so you can spot mixed-language categories at a glance.
Locale tags are also what the AI translate action (see below) uses to default its target language when a template already has more than one locale tag.
Version history
Every save of a single template (not collections) is kept as a version you can look back at. Click the history icon on a template's toolbar to open a list of previous versions, newest first, each showing when it was saved and by whom.
The newest version in the list is labeled Latest, and whichever version matches what's currently live is labeled Current — usually the same row, but they can differ right after you restore an older version. Each version (other than the current one) has a Restore button that brings its content back as the live version of the template. Restoring doesn't delete or rewrite your version history — it's always safe to restore an older version and then restore back again later if needed.
Full screen mode
Any single template can be opened in a dedicated full-screen view with its own link, via the expand icon on the card's toolbar. This gives the template more room to breathe — useful for longer templates — and produces a URL you can bookmark or share with a teammate to jump straight to that one template, instead of navigating the whole workspace grid to find it. Template collections don't have a full-screen view, since they're edited differently from single templates.
AI features
TemplatePoint has two independent ways to bring AI into your template work. Both require your workspace to have this configured by an administrator (the API key/model live at the app level).
Generate a new template from a topic
When creating a new template, choose Generate with AI instead of starting from a blank single template or collection. You describe your topic in a few words, optionally pick a format hint (email, SMS, chat, or custom) and a tone, and pick the language. TemplatePoint then drafts a full template for you, complete with placeholders already turned into real fill-in fields.
The result isn't a one-shot commit — you get a review step first, where you can regenerate with feedback about what should change, start over completely, or accept it and create the template.
AI actions on selected text or the whole template
While editing a template's text, select a piece of text to reveal an AI actions button (alongside the usual bold/italic formatting options) offering: Translate, Rephrase, Fix grammar, Shorten, and Formalize. You get a small preview of the result and can either insert it below the original (keeping both) or replace the selected text outright.
The same set of actions is also available for the whole template at once (not just a selection) via a separate button on the card's toolbar — useful for translating or formalizing an entire template in one go rather than piece by piece.