How to save Doc as a Template

Here is a video tutorial on saving doc as a template. 

Introduction:

This tutorial will show you how to save a document as a template in Agiled Docs. This feature allows you to reuse document designs and layouts for future projects, saving time and ensuring consistency.

Saving Doc as a Template

Step 1: Create Your Document

Begin by creating your document in Agiled Docs. Design the layout and add any necessary content that you want to include in your template.

Step 2: Save the Document as a Template

To save your document as a template, follow these steps:

Click on the "Save" button located in the top right corner of the document builder.

Choose the "Save as Template" option from the dropdown menu.

Enter a name for your new template (e.g., "Photography Service Template 1").

Click the "Save" button to save your document as a template.

Step 3: Access Your Saved Template

To verify that your document has been saved as a template, reload the document builder. You should now see your new template available in the list of templates. You can select and apply it to new documents as needed.

Conclusion

Saving a document as a template in Agiled allows you to create new documents with consistent designs and layouts quickly. Following these simple steps can save time and maintain a professional appearance in your contracts and proposals.

FAQs

Can I edit a saved template?

Yes, you can edit a saved template by accessing it through the template list, making any necessary changes, and saving it again as a template.

Can I share my saved templates with other team members?

Yes, you can share your saved templates with other team members in Agiled. To do so, ensure that your team members have access to the same Agiled account.

How many templates can I save in Agiled?

There is no specific limit to the number of templates you can save in Agiled. You can create and save as many templates as you need to suit your business requirements.