Document templates

With document templates, you can create documents pre-populated with information and formatting. Templates are great for repeated processes, like meeting agendas and newsletters. 

Create a template

To create a new document template:

1. Open the document you’d like to use as a base.
2. Add any formatting, content, and styles you’d like to appear in the template. To allow for minor variations within the content, you can add content placeholders. 
3. From the File toolbar, click Save As.
4. Choose Template from the menu.
5. Name your new template and click Create.

Once you create a template, you can edit it at any time. These edits only apply to future uses of the template and won't change any existing documents. 

Use a template

After you make a template, you can quickly create a new document from Home.

To create a document from your template:

1. From Home, click Create.
2. Select Document, then select Document from Template from the menu.
3. Choose your template
4. Click Create. A tab opens with your new document.
   
   

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