Create a new document using a template
On the home screen, you'll see a list of all document templates available to you in the workspace.
Use the search bar to type and search for specific document template or look for a category to narrow down the list of templates to choose from. When you find a template you would like to use to create a new document just click on it.
Note: Only workspace administrators or owners are authorized to set up new document templates, which will subsequently be accessible to the members within the workspace. If you do not hold this role, you can still generate new documents based on templates available to you on the home screen.
New document screen
When you click on the template you'll be directed to the New document screen - a form to fill out on the left side and a simplified preview on the right. There may also be additional explanations or instructions above the form.
You must fill out all required fields to create a new document. Your input will be validated, and if any corrections are needed, a warning message in red text will appear next to the field. The form fields can contain various types of data such as text, numbers, decimal numbers, dropdown lists, or multiselect lists.
When entering a new value in the input field, check the preview on the right side of the screen. It will show you how the text will appear in the final document.
Please note: preview is only a text representation, and the layout and formatting will be improved in the finished document based on the original template.
When you are done simply click on Create document button and get your document.
To find out more about templates go to what is a document template.
If you are a workspace Administrator learn how to create a document template.