[Classic Editor] Convert a document into a template
Note:
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This feature allows you to take your existing documents and turn them into templates to be used multiple times.
Note:
both editable and uploaded documents can be converted into a template from a document.
When the document is converted into a template, it will add the word “template” to its name, e.g. if the document name was “General NDA”, the template would be called “General NDA template”.
What happens to filled-out “tokens”? If data has been filled out using tokens, the token name will remain, however, the data will be stripped out.
What happens to filled-out “fields”?: Field data will be stripped and the field be assigned to a default “Role”.
How to convert a document into a template
Click on Documents on the left and click on the name of the document to open it.
On the right, click “More…” > “Convert to Template”.
After the document has been converted into a template, you will have all the options associated with template creation: template roles, tokens, workflow, etc.
