Creating Super File Templates

Using the Template Builder

Create professional document templates with the drag-and-drop builder, or turn an existing client proposal into a reusable template.

1. Go to Templates

   Navigate to Templates in the sidebar.

2. Choose how to start

   Start with a blank template, choose a preset, or select Create with AI for a guided draft.

3. Build with AI step by step

   Describe what you want in your own words. A rough idea is enough. Optional details for audience, tone, client actions, images, and saved services stay under Add details if you want. Review the proposed flow, then build and approve one page at a time.

4. Review content and images

   Request focused changes on each page and approve it before continuing. AI uses saved service descriptions and prices and does not invent testimonials, portfolio claims, availability, or legal terms. Add or replace images in the editor before sending the template to a client.

5. Save the editable draft

   After every page is approved, save the result as an editable, unsent template. Open it in the builder to finish branding, action settings, and any setup items.

6. Reuse an existing proposal

   Open a client Super File, select Save as template, name the copy, and save it to My Templates. The client, project, public link, delivery history, responses, signatures, and payments are not copied.

7. Review the print layout

   Use Print Preview to confirm page breaks. Block styling and shape dividers are preserved, and invoice service pricing stays aligned with the invoice columns.

8. Style text inside columns

   Select a text element inside a Layout or Flexible Section column, then use its rich-text toolbar. Font, color, emphasis, alignment, and spacing remain attached to that text element when saved.

9. Copy blocks between windows

   Select a block and choose Copy block. In another open Super File window for the same studio, choose Paste block. The newest copied block is used even when both windows were already open.

10. Save video gallery presets

    Open a Video Gallery block, arrange its videos and categories, then choose Save preset. Save it for the current client or everyone in the studio. Choose a saved preset and Load to replace the current gallery after confirmation.

Tips

• Group related questions in sections for better organization
• Use conditional logic to show/hide sections based on answers
• Review a proposal-derived template and replace any client-specific wording before using it for another client