Creating a document from a template involves using a document from your template library. Templates are read-only documents that can be used whenever the need arises.
This feature is well suited to documents, presentations and spreadsheets. Examples of its use are:
- Expenses reports
- Absence requests
- Sales proposals and presentations
Or simply any document that is regularly used within your business to complete a process.
Creating a document from a template within 'My Desk'
Click '+ Add file' and select 'From template'
select the template from the library
give the desired template
the document will be created