Can I convert an existing document to a template?
Yes, you can.
There's two ways to convert a document to a template:
- From your documents list
- From the document setup
From the Documents list
- Find the document you want converted to a template on your 'Documents' list.
- Under the 'Actions' column on the right, click on the dropdown next to 'View' and click on 'Create Template'.
From the document setup
From the 'Set up document' page, click on the dropdown next to 'Request Signatures' and click on 'Convert to template'.
In both scenarios, you then have to continue with the template setup and save it.