How do I create a new document from saved templates?
  • 08 Dec 2020
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How do I create a new document from saved templates?

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To create a new document from templates, follow these steps:

  1. Log in to Revv by using your credentials.
  2. Click Templates.
    left_pane_templates.png
  3. Select a template that you want to convert to a document.
  4. Click Publish.
  5. Select the type of template in which you want to publish it. You can publish your template as editable or form-based.
  6. To publish your template as an editable template, click Publish as editable template. Or, to publish your template as a form-based template, click Publish as form template.
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  7. Click Create document.
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    You have successfully created a document from your template.

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