Templates and documents

Creating a custom template

Instructions on how to create a custom template in the service

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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".

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2. You can choose whether you Create a New Template from scratch with your own clauses, or Create a Pre-filled Template using our ready-made templates.

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

Screenshot 3: 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".

Screenshot 4: 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 c

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