Prepare document from Template

When preparing a document, if you want to load from a template, click the [Load from Template] button at the top of the document screen.

A window will pop up, and you should see the “Template” button on the left. Clicking the “Template” button will 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.

Video: Prepare Document with Templates