How to Create Document Templates

Learn how to crate documents Templates on Agenda Tool

Victoria

Mar 15, 2024

Agenda Templates Sales

TABLE OF CONTENTS

Create a Document Template in 3 Steps

STEP 1

STEP 2

STEP 3

How To Use Templates When Creating a Document

STEP 1

STEP 2

STEP 3

💟

In Closer, our top priority is for you to keep up with all of your clients’ conversations. That is why we are HAPPY to announce our latest development, Document Templates, which will help you and us work closer as a team.

Document Templates are a powerful tool for taking and organizing meeting notes like a PRO!!! In this guide, learn the three steps to create an agenda template and how to use your template when creating a document.

PART 1

Create a Document Template in 3 Steps

STEP 1

Go to your Meeting Tool and select “Templates.”

STEP 2

Click on “Create new Template,” write the template name, and then click “Create.”

The new Agenda template will now appear on the screen. Click the arrow / “>” Icon to edit your new template.

STEP 3

Now you can start editing your template regarding your own meeting needs

PART 2

How To Use Templates When Creating a Document

STEP 1

Now your template has been created, go back to the home view, select “Meetings” and choose the meeting you wish to organize with the template you just created.

STEP 2

Click on “Select document” and click on “+ Create new document”.

STEP 3

Name your Document, select a Template, and click “Create Document”.

Now you are ready to start taking notes like a PRO!!!

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Victoria

Writer at Closer Contact

How to Create Document Templates

Create a Document Template in 3 Steps

STEP 1

STEP 2

STEP 3

How To Use Templates When Creating a Document

STEP 1

STEP 2

STEP 3

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