Creating Templates
Templates are saved documents that you use frequently. Instead of uploading the same PDF repeatedly, save it as a template for quick access.
Only team members with the "manage content" permission can create and manage templates. Once created, templates become available to all team members.
Creating a Template
Go to "Templates" then click "New". You can add a template by:
- Uploading a document - Upload a PDF (or other doc) directly
- Setting a URL to a PDF - The document will be pulled daily for updates
- Linking a public Google Doc - The document will be pulled daily for updates
Organizing Templates
Templates can be organized into categories to make them easier to find for your team.
Using Templates
Team members will see available templates as an option when picking a document to share.