You can create your own templates for your team to use. They can be created from any document you have or even existing template.

Note: Creating templates is available to team admins only, members can still open team templates.

Firstly, open the document you want to create a template from...

Then, make any changes you wish to be saved in the template. For example, adding a logo, a copyright notice, SmartFields with your team details and so on.

Once you are happy, go to File > Save as Template...

And that's it! To access your template, within the file picker, click on your Team Templates

Editing your templates

To edit your templates open it, make your changes and like above, go to File > Save as template, then overwrite your previous template

Deleting your templates

Hover over the template and click the little delete button on the top right.

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