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Self-paced Onboarding: Creating a Template
Updated over 4 months ago

Editor 2.0

Difficulty Rating: ◉◎◎◎◎

Watch Time: 8 min

Templates are your key to streamlining your documents while saving your team time.

This video reviews how to:

  • Create an editable template

  • Add blocks and fields

  • Design a stylish theme to brand your template

Now that you have your template created, it’s time to set up your template workflow.

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