Docs

Templates

Start from reusable document templates instead of blank files.

Flowchart

flowchart TD
  A[Open Templates] --> B[Choose template]
  B --> C[Create document from template]
  C --> D[Fill placeholders]
  D --> E[Save to My or Company Docs]

Flowchart: Templates workflow flowchart for Docs. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Templates from the sidebar.
Choose the template that matches the document type you need.
Create a new document from that template.
Fill placeholders and attach any required context.
Save into My Documents or Company Documents depending on ownership.