How do I create a Document from a Template

You can quickly create a document from a template in the Template Manager page. 

1. Navigate to the Template Manager page
2. Browse or search for the desired template
3. Enter the Template Editor
4. Click the "Use Template" action button
5. Select the deal to associate the new document with
6. Confirm the selection and proceed with drafting your document 

Documents can also be created from inside of the deal itself. You can create documents using several different methods (upload, from an existing template, etc). See our create document guide to learn more about creating a document from within a deal.