View & Copy from existing designs in Document Templates
View & Copy from existing designs in Document Templates
VIEW ALL YOUR TEMPLATES
Go to the left panel in the document template design area.
Click on "Templates" to see a list of all document templates created for your team under the "My Design" tab.
The document templates are grouped into categories for easy browsing.
EDIT, DELETE AND MANAGE TAGS
Click on the preview icon at the bottom right of each template to zoom in and view the design.
Click on the three dots at the top right of the document to edit, delete, or manage tags for the template.
If the template has multiple pages, click on the template to see all the pages.
COPY CONTENT
To copy a page, simply click on the page and it will be added to the current page in the template.
To copy the entire document design onto the current design area, click on "Apply All Pages."
SEARCH CONTENT
For every category, only four templates will be displayed in the "My Design" area. To see all the templates in a category, click on the "See All" link below the category name.
To search for a document template, type its name in the search bar at the top of the "My Design" tab, or filter by category using the options on the side of the search bar.
To view all your templates, follow these steps: 1. Navigate to the left panel in the document template design area. 2. Click on "Templates" to access a list of all document templates created for your team. 3. The document templates are organized into ...
To view/access all the document templates created for your team in the system, follow these steps: 1. Go to the menu option on the left-hand side of the screen. 2. Click on "Design System" and then select "Documents". 3. You will now be able to see a ...
To search for the list of document templates in the system, follow the steps below: 1. Go to the "Design System" section from the main menu. 2. Click on "Documents". 3. On the documents page, you can see the list of all the templates created in the ...
Based on your current subscription plan, you can add users to your team. To add a user to an existing team, follow these steps: 1. Navigate to the Manage Users section on the Admin Configurations page. 2. Select the user you want to add to the team. ...
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. ...