Create a Google Docs Invoice Template Open Docs for the Travel Industry Effortlessly

Google docs invoice template open docs for Travel Industry

hey guys this is Goldie again and in this video I will show you how you can access and use a template gallery in G suite in Google Docs sheets and slides you can use lots of templates which are provided by Google and you can also submit your own templates based on your company's branding policies and then you can use those templates so let's see how we can access and use those for now I will go to Google Docs but you can also access them from Google sheets and slides the same way so for that I will click here and go to Google Documents when I land to Google Documents I should be able to access the template gallery by clicking on this link as you see here when you click here you will open that whole template gallery where you see the templates which are provided by Google based on the categories so this is the word category and you scroll down you will see other categories like sales where you get proposals and other stuff then you have legal category and so on but next to it what you see is the name of your company or your G suite organization when you click on that you should be able to see the documents that your colleagues or your keys with administrator might have submitted here so you can just access and you know create the documents from your templates too in case if you don't want these templates to appear here what you can do is click on this settings link and then here you see templates display recent templates if you uncheck that you will notice that all these templates will go over and will give the full screen layout for me it's fine so I'll go back and click on settings and have these templates appearing now let's talk about submitting these templates so if I go back and if I see this button which says submit template now the there is a difference between Hajis with additions so by default you when you use this with basic addition which means you pay five dollars per user per month to Google in that addition anyone can submit the template as soon as that person has the editing rights to that document or sheet or slide and that is also shared with other people in the domain so anyone can submit the templates however in case if you are using G's with business Edition or Enterprise Edition and then you should be able to define who can submit those templates and I'll show you that in a minute so for now what I'll do is as a user I will click on the submit template where I can select the document it will take me to my Google Drive where I can just go ahead and select the document and I can then submit it in the gallery and once you do that you should be able to submit it's copy or the actual document itself and then here you should be able to choose the category so by default you will see some of the google default categories but your admins can also create custom categories that I'm going to show you in a minute so as you see to see here this G suite deployment and gold Aurora these are my custom categories which I created as an admin so this is how you know you can select your gallery you can put the title and then you can submit your template and then onwards whenever your users will go here in your own template gallery they can see that they can use and create documents with that so this is how you submit in case if you are a user and you're using t suite basic Edition now let's go ahead and go to GC with admin console and see where you can add more categories and so on oops seems I need to login I'm going to quickly put my password and once I am in magistrate admin console I will need to go to Google Drive that's where I can make these changes including adding and deleting the categories so for that you can either click on these apps icon and in the under apps you can go to Google Drive but I can show you a quick way so in the search bar simply type templates and then you will be clicking on this one which say is Google or G suite and then setting for drives and Docs click on that one and then you will be landing to Google Drive settings where you will see this template section click on that here you will see a few options the first option is enable custom categories for your custom templates for your organization if you uncheck this box then people or your users in your G Street domain will not be able to use the custom templates so when they click here they will not see this anything they will just see the Google default templates and it it is not possible to disable Google templates even if you disable this one they won't see your own templates but they will still see the Google provided templates so for me I will just check back this and then in categories you can either uncheck these categories in case if you don't want these categories to be appearing when your users submit their templates or you can also add your custom category as I did here so to add you will just type in for example test and you will add that category and it's added it might take some time for this test category to appear when your users are gonna submit templates in case if you wanna uncheck any of these just click on uncheck and then you have a couple of options the first one is that you can just leave it as it is and save it and if you do that all the templates that you already had in this category will be marked as uncharacterized but in case if you choose a knee replacement category from here and for example if I choose G's with deployment all the templates which were in basic now will be appearing in G's with deployment category and then I can simply save it so this is how you create categories now let me show you a couple of other option in case if you are running G suite business or G suit enterprise and or maybe G suite for nonprofits or education edition then you can even have more controls and you can define who can submit these templates so let's go to my sandbox in instance where I have G suit on or twice so here is my Enterprise Edition where you see that I have couple of more options this one says template submission settings where if it's open as it is by default in G suite basic anybody can submit the templates till the time they have the editing rights that document and that document is shared with people in your organization and then you also get the option to moderate it moderate it that means if anybody is going to submit the template it will come to Jesus with administrator either the super admin or anybody who has a special privilege that's called Docs templates privilege that person will receive an email and in case of that person approves that that template will appear in the template gallery else not and then the last one is restricted which you might have guessed that means only the G suite admins where the docs template privilege should be able to submit the templates in template gallery though it really depends on your organization but I guess going with moderated should be should be considered so that's the difference between additions so this is how you can leverage your G suite template gallery and you can give more options to your people you can retain your these branding policies and and so on so I just wanted to show you that hope it was helpful as usual in case if you have any feedback or any questions just put your comments below and I will be happy to help thank you so much