Create a document from a template

To create a document from a template, from the Templates page click on the following icon.

Click Start

Enter the name and description of the document and click Next.


If required, assign the new document to a Filter and click Next.

Select the Teams you wish to be able to access this document.

If required, search to attach the document to a client and click Next

Click Create

You will be able to search for the new document on the Documents page

Choose to 'Do more template work', 'Use the new document' or 'Close'.

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