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Data Document Templates

What Are Templates?​

An AnyDB template is a reusable structure that defines the layout of a data document. Templates standardize how data is captured and help you scale without reinventing the format each time.

Template Concept

Creating Data Documents from Templates​

To create a new data document, choose a template. The resulting document:

  • Is pre-filled with structured fields
  • Maintains consistency across your team
  • Supports further customization

For example, if you need to create a new customer profile, select the Customer Profile template. This will automatically generate a repeatable structured business record for filling customers. Create multiple business data from anydb template

So you can create multiple customer profiles quickly and easily. Creating from Template

Custom Templates​

Need a specific format for your workflow? You can create and save custom templates, ensuring your business logic and naming conventions are followed.

Built-in Templates​

AnyDB includes a growing library of built-in templates available at https://www.anydb.com/templates for:

  • CRM and customer tracking
  • Finance and invoicing
  • HR and onboarding
  • Project management
  • Quality checks

These can be used out-of-the-box or adapted to your specific needs.