How to create & use new document templates

How to create & use new document templates

How to create & use new document templates

Document templates are a great way to standardize your business documents, from sales proposals to contracts. Creating a template ensures consistency and saves you time by not having to start from scratch every time.

1. Navigate to Document Templates

  • From the left-hand menu, click on Documents, then select Templates. This will take you to the "Document Templates" page, where you can see a library of saved templates.

2. Create a New Template

  • Click the + New Template button in the top-right corner.

  • This will open a blank document editor.

  • Use the menu on the left to add content blocks such as text, images, tables, or dividers to build your template.

  • You can also click the Styling icon to edit the theme of your document, including colors and fonts.

Also Read: How to create a document to learn more about document editing in Synup OS

3. Save Your Template

  • Once you have finished creating your template, click Save in the top-right corner.

  • The new template will appear in your list of saved templates on the "Document Templates" page. You can give it a name to help you identify it later.

Now you can use this template to quickly generate new documents while maintaining a consistent design and structure.


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