Articles about our template library and how to create your templates
6 articles
Creating a templateCreate a new template. Create and edit a Google Docs template.
Upload file, use the editor, use a template, link, video and Google Drive
How to add a template role and adding recipients to a templateHow to add a default recipient to a template you create, adding a template role
How to add tags to your templateHow to add tags to templates so they automatically attach to send-outs.
This is a feature available from plan Enterprise Plus.
How to add and editing fields on a templateHow to add and edit different fields to your created template for PDF and our Editor and adding link fields
How to add Attachments to TemplatesHow to add supplemental docs, files, and webpages to a template
Template engagement and interactionHow to add an engagement video to your template, set up Automated Live Chat, set up identify new viewers and set up instant call