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Set up a template in account settings
Set up a template in account settings

How to set up a template in account settings

Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over a week ago

Go to My Account Settings > Custom Document Templates

In the Custom Document Template tab, you can create a new template by adding the title, and click + Create Template. You can either do a blank page and create your own, or you can upload a word document that has already been created.

Once the new template is added, you can click on the pencil icon to edit. There are several tags in the edit screen that you can select to indicate which type of form it is.

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