How Do I Create and Edit a Document Template?

Learn how to create, format, edit, and duplicate a document template.

On This Page

• Creating a Document Template
  • Formatting
• Editing a Document Template
• Duplicating a Document Template

Creating a Document Template

• Click on your profile icon or initials in the top right corner of your page.
• Select Settings from the dropdown menu.
• Then, select the Templates tab, and Templates again from the dropdown.

• Select the Add template button and choose Document from the dropdown menu.

In the Document Template Builder, you can:

1. Add a unique template name to make it easy to locate.
2. Format your text (formatting details can be found below).
3. Add text by clicking into the document body and typing out your document.
4. View a preview of your document in the Body Preview section.
5. Save your document by selecting the Add Template button.

Formatting

To format your document to better suit your needs, you can use the tools listed at the top of the Template Body. 

1. Format your text by selecting bold, italic, underlined, or strike-through text.
2. Select the font and font size.
3. Select the text color and highlight color.
4. Choose your text alignment.
5. Add bulleted or numbered lists and indent your text.
6. Add hyperlinks.
7. Add subscript and superscript.
8. Insert HTML codes.
9. Insert images.
10. Use the table wizard to create a table.
11. Insert template fields.