1. Select Template from the Sidebar Menu

• On the left sidebar, click Design to open the template page.

2. Click Create Template

• Click the Create Template button to start a new template.

3. Enter Template Name

• In the Template Label field, input a unique and descriptive name for your template.

5. Select Template Size (Required)

• Choose the template size using the radio buttons:

  • US-Letter

  • A4

  • Custom – If selected, manually enter the height and width for your template.

6. Select Department

• Choose the department associated with the template.

7. Create the Template

• Click the Create button to save your new template.

Next Step:
After creating, you can start customizing your template by adding your own design elements, fields, and layout.