Articles about our template library and how to create your templates
7 articles
Content LibraryGetting started with the Content Library and how to access our template library
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
Adding recipients and template roleHow to add a default recipient to a template you create, adding a template role
Adding 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.
Adding 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
Adding an attachment to a templateHow to add supplemental docs, files, and webpages to a template
Template engagement and interactionHow to add an engagement video to your template