To create a new template, click on the
Create a new Templatebutton on your dashboard.
You can choose any of the following document types for your document template.
- PDF Document Builder
- Word Document (DOCX)
- PowerPoint (PPTX)
- Excel Document(XLSX)
- Fillable PDF
Choose a document type you want to create and , enter your template's name and description and click on
Create a new Template, you will be redirected to the template's content view.
You can organize your templates under folders so as to maintain them uncluttered. Docupilot lets you organize all your templates by categorizing them into customized folders of your choice.
- In the templates tab, click on the + button in the folders section.
- Type your desired folder name in the dialog and click on the save button.
- The folder is auto selected so you can start adding your templates, the templates will be added to that folder.
- Navigate to this folder to find the templates created inside this older.
You can create a template inside a specific folder or Home folder. You can move them to a folder of your choice by going to Template Preferences and selecting the desired folder from the list.
If you delete a folder, templates inside that folder will be moved automatically to the Home folder.