How do I save a document as a template?
  • 11 Feb 2021
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How do I save a document as a template?

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To save a document as a template, follow these steps:

  1. Log in to Revv by using your credentials.

  2. Click Documents.
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  3. Select the document that you want to save as a template from All or My documents sections.
    You can also upload a document and save it as a template.

  4. Click the dropdown beside Send and click Save as template.
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  5. Enter the name of the document.

  6. Click Create template.

You have successfully saved your document as a template.

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