Shared guide

How to use document templates

In this guide, you'll learn how to create and edit document templates using a specific platform.

victoriaworkflowsvictoriaworkflows
·14 steps·57 views·Published

In this guide, you'll learn how to create and edit document templates using a specific platform. Follow the step-by-step instructions to navigate to the right sections and effortlessly set up your template for Meeting Notes.

Step-by-step Guide14 steps

  1. Click Otto deal

    Click Otto deal
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  2. Click Documents

    Click Documents
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  3. Click Templates

    Click Templates
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  4. Click Create new

    Click Create new
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  5. Click Document

    Click Document
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  6. Press a

  7. Click on "Click here."

    Click on "Click here."
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  8. Click on "Click here."

    Click on "Click here."
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  9. Type "Meeting Notes" in Provide template title (required)

  10. Click Use to create document

    Click Use to create document
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  11. Click Close

    Click Close
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  12. Click Templates

    Click Templates
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  13. Click on "Click here."

    Click on "Click here."
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  14. Click Edit template

    Click Edit template
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