How do I save a document as a template?
- 11 Feb 2021
- 1 Minute to read
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How do I save a document as a template?
- Updated on 11 Feb 2021
- 1 Minute to read
-
Print
-
DarkLight
-
PDF
To save a document as a template, follow these steps:
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Log in to Revv by using your credentials.
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Click Documents.
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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. -
Click the dropdown beside Send and click Save as template.
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Enter the name of the document.
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Click Create template.
You have successfully saved your document as a template.
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