How to create a new custom template

Start creating a new custom template by first clicking the green "Create new template" in the main template screen.

Write a title for the template

Add metadata

Metadata for the templates are:

Category - What business sector does this template represent?
Language - The language of the template
Country or region - In which country or region this template is legally applicable?

You can also write a short description what is the purpose of this template. This helps others in your company to know where and when this template should be used.

Ready!

After filling out the metadata, you are now ready to continue to the "Template editor". In the "Template editor" you can continue adding sections and customize your template to your needs.

Updated on: 14/01/2021