Create your first document

Create a document

A document template — a contract, an invoice, an offer letter — is a file your team fills in rather than edits. You open it, answer the form, and WordFields makes the finished Word, Excel or text file with your values in place. Anyone in the workspace can do this; you only need access to the template's folder.

Step 1: Open the template

1. Find the template on the workspace home page or in its folder, and click it. Its details pane opens on the right.
2. Read the notes the template's author left, if any.
3. Under Create a new document, click the template's file.

Step 2: Fill in the form

The form opens in the pane on the left, the document on the right.

4. Pick the DocumentDate if it isn't today, and type a Title if the template asks for one.
5. Fill in the fields. Required ones are marked with *; the line above the form counts what is still missing. You can also click a field in the document and type there — the form and the document are one.

Values you don't type — your name, the company's address, a due date worked out from another date — fill in by themselves as you go.

Step 3: Save the document

6. Click Create document in the top left.

The finished document opens on its own page. Save document saves the file to your device; its menu also offers Download a copy and Email me a copy. On the left is the document's record — who made it, its number, its date — and any notes the author left for this moment, such as who the document goes to.

Need another one? Click Create again.

Learn more

• Create a document — every detail of the form and the document page.
• What is a template — how templates work, and how to make your own.
• Connect apps — save every document to OneDrive or SharePoint automatically.