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Export templates are .docx files that define your company’s letterhead and formatting. When you export a document, Steppd merges the document content into your template using Jinja2 variable tags. The result is a fully formatted Word file that looks like it came from your organization.
You can upload multiple templates — for example, one for SOPs, one for checklists, and one for best-practice guides. Each template appears as a selectable option in the export dialog.

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Where to manage templates

Go to Profile → Templates tab to view, add, and delete your templates. Click + Add template to open the upload page at /profile/templates/new.

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Upload a template

The upload page walks you through four steps.
1

Copy the starter template

Click Copy next to the starter template snippet on the upload page. Paste it into a new Word or Google Docs file — this becomes the foundation of your letterhead.The snippet uses Jinja2 variable tags that Steppd replaces with real content at export time:
{{ doc_title }}
Version: {{ doc_version }}    Department: {{ doc_department }}

{% for section in sections %}
{{ section.title }}
{% if section.content %}
[INDENT]{{ section.content }}
{% endif %}

{% for step in section.steps %}
{{ step.title }}
{% if step.content %}
[INDENT]{{ step.content }}
{% endif %}

{% for sub in step.substeps %}
{{ sub.title }}
{% if sub.content %}
[INDENT]{{ sub.content }}
{% endif %}
{% endfor %}
{% endfor %}
{% endfor %}
Keep all tags intact. Steppd iterates over each section, step, and sub-step to build the exported document.
2

Format your headings

Apply Word (or Google Docs) heading styles to each part of the template to control how the exported text looks. Steppd preserves the styles you set.
Template variableRecommended Word style
{{ doc_title }}Title
{{ section.title }}Heading 1 (H1)
{{ step.title }}Heading 2 (H2)
{{ sub.title }}Heading 3 (H3)
Then choose a step format that matches how your organization structures documents:
FormatHow to set it up
SOP — numbered stepsApply the List Number paragraph style to step titles, or use Format → Bullets and Numbering to add a numbered list.
Checklist — checkbox stepsAdd a custom bullet using the ☐ character: Insert → Symbol → U+2610.
Best practices — plain headingsLeave heading styles as-is with no list prefix.
3

Control indentation

Use [INDENT] tags before any variable placeholder to indent that element in the export. Each [INDENT] tag adds one tab stop (default 0.5”, configurable in step 4).
{{ section.content }}               ← no indent
[INDENT]{{ step.content }}          ← 1 level
[INDENT][INDENT]{{ sub.content }}   ← 2 levels
The starter template already includes one [INDENT] before each content placeholder. Adjust the number of tags to match the indentation in your letterhead design.
4

Name and upload

Fill in the upload form and submit:
  1. Enter a Template name (for example, Company Letterhead or SOP Template).
  2. Click the file picker and select your .docx file.
  3. Set the [INDENT] tab width to match the tab stops you used in the template. The available options are 0.25", 0.30", 0.50" (default), 0.75", and 1.00".
  4. Click Upload template.
You are redirected to Profile → Templates, where the new template appears in the list and is immediately available in the export dialog.

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Manage existing templates

Go to Profile → Templates to see all uploaded templates. Each row shows the template name and upload date. Click Delete next to a template to remove it permanently.