Creating a custom template

Instructions on how to create a custom template in the service

Joanna Kuortti avatar
Written by Joanna Kuortti
Updated over a week ago

You can create templates of your own from either an empty template or by filling out and editing one of the existing ones in the service.

1. Go to "Create document" and click on "Own templates" and choose "Create a template".

2. Up next, choose if you want to create the template from an empty document or build on top of an existing one (use the searchbar to locate the template you'd like to start from). Name the template and click "Create template" or "Create a prefilled template", depending on what kind of template you're creating.

3. Fill in the content you want to include in the template, and when you're done, press "Save template".

4. The template is now available in "Create document" and " Own Templates" is visible for all users in your workspace. From now on you can create documents and contracts using your own template, just like the prefilled ones. If you need to change something in the template, click the three dots after the template and click "Edit template".

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Key words: Tailored, tailor, own document, own template, document template, custom template, own content
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