how to save a template?

[Guest]

I know how to download but after I have made my document and dowloaded how do I save it in my library.  Someone wrote me to go to download and then save as a template but I don't know how to do this.

[NakulB · Accepted solution]

Hello,

In order to upload library templates please follow the steps mentioned below:-

- Login to your Document Cloud account

- Select Add Template to Library

- Browse and upload the document

- Select permissions

- Click Preview or Add Fields

- Place form fields (if required)

- Place Signature field

- Click Save

In order to send a saved template- Go to Send tab and select the document under Document Library:

Regards,

Nakul