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How to Create Document Templates

Templates are pre-made forms of your documents. Some of them are default, but you can create your own custom ones as well under document types.

How to Create a Template

To create a new template, click the New Template button under the document type you need.

In the opened window, you'll see a few options: you can create a new template from scratch or based on templates you already have (which include only templates related to the exact document type).

Template Variables

Templates can be created from scratch, or you can upload content via.docx import. You don't need to edit the.docx file before uploading; all text content and variables can be changed while setting.

Variables that you can use for the template are displayed on the right sidebar.

Variables can be copied by clicking on them.

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