Document Template Creation

Document Template Creation

CREATING A NEW DOCUMENT TEMPLATE

We can create a new design in two ways: by clicking the "Start Designing" button on the home page, or by navigating to the design system in the menu and creating from the documents section.

Follow these steps:
1. Click the "Start Designing" button on the home page.

2. A modal will appear, allowing you to enter the name and other details of the document. Enter an appropriate name for the document and proceed. 


3. Select the category and page size of the document. If there are no applicable categories for the document, you can create a new one by clicking the "+ Add new" sign above the category drop-down menu. 

4. If you are assigned to a particular team, you will be asked to choose a team for your document.

5. You also have the option to choose from a wide range of templates called master templates. This helps users get started with their designs by providing pre-designed templates. Click "Click here to select a design" to view the list of available master templates. 


6. A modal will open on the right side, showing the available templates. Select one of them and click "Start Designing" to begin designing your document.

 


Alternatively, you can create a document by navigating through the menu:

Menu -> Design System -> Documents -> Click on the plus sign above the Documents section. 



VIDEO DEMO:

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