Start from a template - EcoWestern Support

Discover is the template and app gallery in Enfusion. Its heading reads “Find a better way to make.” and it contains:

Explore apps — cards for the four Enfusion apps.
Start from a template — document templates.
Jot templates — note templates.
From your network — documents shared with you, up to four, with a View all link.

Document templates

Template	Description
Meeting Minutes	Agenda, decisions, and action items in one record.
Project Proposal	Make the case for a project before it starts.
Weekly Status Report	Progress, blockers, and next steps for the team.
Product Requirements	Goals, user stories, and requirements for a build.

Jot templates

Template	Description
Daily Standup	Yesterday, today, and what is in the way.
Meeting Notes	A lean notes page for a single discussion.
Idea	Capture an idea before it slips away.
Reading Notes	Takeaways, quotes, and reactions to what you read.

Use a template

Go to Discover.
Pick a template from Start from a template or Jot templates.
The preview modal shows a live preview of the template.
Click Create copy.

The modal notes: “Creates a you own and opens it in the editor.” You own the copy and can edit it freely. The template itself is never modified. Decks have no templates. Every deck starts blank. See Build and present a deck.