Create a Template
The "New template" form: title, note, description, folder, and the options that every document created from the template inherits.
Articles
- Start a new templateThe "New template" form: title, note, description, folder, and the options that every document created from the template inherits.3 min read
- Add roles to a templateWhat template roles are, how to add them, and when to attach a contact to a role in advance.3 min read
- Place fields in a templateWhich fields a template can contain and how assigning them to roles works.2 min read