Save document as template

If you regularly create documents with the same structure — for example a board resolution, a meeting protocol, or a project brief — you can save a document as a template. Templates are available to everyone in the workspace the next time they create a document.

1

Open the document you want to turn into a template.

2

Open the actions menu in the editor and click Save as template....

3

Give the template a clear name and an optional description so other workspace members know when to use it, then confirm.

The template is now available in the template picker when anyone in the workspace creates a new document.