# Templates

Reusable company templates for documents, media, workflows, social posts, and other outputs.

Source: https://docs.opser.com/workspace/document-standards/

## Create reusable company templates

Open **Settings → Organization → Templates** to define reusable content, examples, instructions, and reference files for your business. Choose **Document**, **Media**, **Workflow**, **Social post**, or **Other**. Existing document templates remain available as Document templates.

## Add a template

Administrators can add a name, a description of when to use the template, content or an example, and instructions. Reference files are optional. You can attach documents, images, video, audio, JSON, or YAML.

For a LinkedIn launch post, choose Social post and put an example in Content or example:

> Meet {{product}}. Built for {{audience}}. Learn more: {{url}}

Use Instructions to explain the brand voice, required details, and how to replace the placeholders. A workflow template can describe the steps and expected result of a recurring process. Saving it does not run or schedule that process.

## Use and maintain templates

Ask your agent to use the named template for a matching task. All company agents receive the template type, content, instructions, and reference file information. Agents can fetch an attached file with the storage tool.

You can also ask your default agent, the one created with your account, to create or update a template. The platform tool provides `list_templates`, `set_template`, and `delete_template`. Editing requires organization permission; other agents can read templates.

Existing template fields save automatically. Replace, download, or remove the reference file as needed. Review generated outputs and update obsolete templates. Changes guide future work.

Use [skills](https://docs.opser.com/agents/skills/) for agent procedures and [context](https://docs.opser.com/agents/context/) for durable facts. Templates hold reusable examples and company output conventions.