Create a template

Step 1: Start a new template

1. In the left sidebar, open the folder the template belongs in, and click + Create new.
2. From the menu, select the template type that matches your file:
   • Word template — for .docx files
   • Excel template — for .xlsx files
   • Plain text template — for .txt, .md, .json and other text files

Step 2: Open your document

The editor opens, empty.

3. Press Ctrl+O or click Open .docx (Open .xlsx, Open text file) and pick your file — or drag it onto the page.

The document opens in the editor, laid out as in Word or Excel.

Step 3: Add fillable fields

4. Select the text that changes each time — "John Smith" where a client name goes — or place the cursor where a field should be.
5. In the toolbar that appears, click Insert text field (Ctrl+M), or ⋯ for a number, date, select or toggle field.

The selected text becomes the field's hint, and the field's properties open in the pane on the left: give it a name, a default, and decide whether it is required. In an Excel template, select the cell and click Insert instead.

Step 4: Create the template

6. Click the file's name in the toolbar to name the template — Client service agreement rather than doc_v3_final.
7. Click Create template.

The template is in your workspace. Switch to Preview to try it as your team will, or close the editor and open it from the content list to create a document.

For the details of each editor, see Word templates, Excel templates and Plain text templates; for everything a field can do, Fields in templates.