To create a new template, click on the
Create a new Template button on your dashboard.
You can choose any of the following document types for your document template.
PDF Document Builder
Word Document (DOCX)
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.