How do I save a document as a template?

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

1. Log in to Revv by using your credentials.

2. Click Documents.
   

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.
   

5. Enter the name of the document.

6. Click Create template.

You have successfully saved your document as a template.