Users with Onboard access are able to create new Templates on the system by navigating to the “Templates” tab. A list of all Templates accessible on that Profile will be displayed on this screen.

To create a new Template, click on the “+ Add new template” button located at the top of the screen. You will be taken to the Template Settings page, where you can configure the characteristics of the new Template.

The Template can be saved at any stage using the “Save” button in the top right-hand side of the screen. Clicking ‘Save’ creates a minor save of the template. Each save creates multiple layers of the template which are stored as different versions. For a minor save, the version moves a decimal number up (0.1 to 0.2) which will show at the top of the template editor, opposite the name of the template. Each version of the document will be stored in the ‘History’ area of the platform

If you have a MS Word document contract you would like to use as the base for the Template and you want to know how to import it, you can check this article.

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