Snapshots can use your own Google Doc for layout and branding. The system copies your template, then inserts the snapshot content into that copy.
To Enable a Template #
- Create a Google Doc with the styles or structure you want.
- Copy the document ID from its URL.
- Paste it into:
Config → SnapshotTemplateDocId
If this field is empty, snapshots use a clean default layout.
What the Template Controls #
Your Doc defines:
- Heading styles
- Paragraph styles
- Table formatting
- Colors and branding
- Intro sections or cover pages
- Footers and static content
These elements carry through in the final snapshot.
What the System Still Inserts #
The system adds the structured snapshot content into the body of the copied template:
- Summary section
- Items table
- Revision table
- Optional charts (if enabled)
- Timestamp and period details
Your template’s formatting wraps around the auto-generated content, but the system controls where snapshot data is inserted.
