# User Custom Templates

Source: https://docs.astalty.com.au/guide/users/templates

> Generate a reusable custom document from a user's profile.

Astalty Premium - This feature is part of the Astalty Premium plan. See What Premium includes.

Generate a custom document with information pre-filled from a user's profile, then edit, download, email, or save it as a User Record.

> **Looking for everything on Templates?**
>
> The [Templates](https://docs.astalty.com.au/guide/templates) landing page brings together Participant, User, and NDIA templates, including how to set them up.

## Before You Start

You need permission to manage User Templates, see [Roles and Permissions](https://docs.astalty.com.au/guide/roles-and-permissions). Your organisation must also create the Template in [Template Settings](https://docs.astalty.com.au/guide/settings/template-settings) with a User usage type.

## Generate a Custom Document

1. Open the person in [Users](https://app.astalty.com.au/users).
2. Select **Templates**.
3. Choose a Custom Template.
4. Enter the document name.
5. Select **Generate**.

Astalty fills the Template's placeholders from the user's profile and opens the result in the document editor. Review the content and make any changes before you finish it, including adding or resizing [images](https://docs.astalty.com.au/guide/templates/images).

## Finalise a Generated Document

1. Select **Finish Editing** when the content is ready.
2. Select **Edit** to make further changes, or **Finalise** to lock in the finished document.
3. After finalising, choose **Create a Record**, or use **Actions** to download, email, or delete the document.

When you create a Record, choose the **Record Type**, enter its details, and choose whether it needs to be signed. The signing question only appears for Record Types that support signing. A self-service Record Type, or one that does not require documents, explains why the Record cannot be sent for signature. See [When a Record Type Can't Be Sent for Signing](https://docs.astalty.com.au/guide/settings/users-settings/user-records#when-a-record-type-cant-be-sent-for-signing).

See [User Records](https://docs.astalty.com.au/guide/settings/users-settings/user-records) for the Record workflow and [eSignatures](https://docs.astalty.com.au/guide/esignatures) for electronic signing. You can also download the PDF for printing or in-person signing.

## Video Walkthrough

Video walkthrough: user templates.