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Prepare document from Template

Generate From button

When preparing a document, if you want to load from a template, Click the [Generate From…] button at the top right corner and select “Template“.

A window will pop up, and display a list of all available templates that match the document type. You can select a template and load it into your document. All the information in the template will be loaded into the document.

load from template

Prefer to Watch? See the Full Tutorial Below

This video covers all the details mentioned in the article, giving you a complete visual walkthrough from start to finish.

Video Tutorial: Prepare Document with Templates