How to create a new document template or edit an existing one

Before you read this article, make sure to read All about document templates first.

How to create a new document template

Follow these steps:

1. In the menu panel, go to Documents > Templates

2. In the top right corner, click '+New Template'

3. Here, you can use various features like columns, headers, tables, diagrams, images and signatures to create customised document templates

5. Click 'Create and close' to save your template

6. You can now use the template to create documents with ease from client profiles or Documents

How to edit an existing document template

Follow these steps:

1. In the lift panel, go to Documents > Templates

2. Click on any existing template

3. Make any required changes and click 'Save and close'

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