# Using the Document Template Editor

### Using the Document Template Editor

Once you have a document generation task in your workflow, you can now edit and design your document template.

Additionally, you will be able to view and open document templates in your service by navigating to the "Document Templates" menu in your service:

<figure><img src="/files/GsONeIr91lhUsV5KAJGy" alt=""><figcaption><p>Document templates menu</p></figcaption></figure>

Now, to edit and design your document template:

* Open the document template editor from the "Edit button" in either a task configuration form or listed document templates as shown previously.

#### Editing Document Information

* Click on the "Edit Document Info" button

<figure><img src="/files/2ypGk0BvYjOSfkaNFsEb" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/8AmYOGL435m2FpLceYvF" alt=""><figcaption></figcaption></figure>

* The following settings are available:
  * *Document Title*
  * *Document Type*
  * *Validity Period*: The duration in days during which the generated document will be valid
* Save the details once complete

With the document template editor, you can now design the layout and all other aspects of your documents. These are covered in the next sections. Enjoy!


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://admin-docs.onestop.site/managing-services/document-templates/using-the-document-template-editor.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
