Creating a template

This guide provides step-by-step instructions on how to create a template for frequently used documents using the Centilio tool.

1. Open you Centilio account
2. We are going to create a template, the next step in the game. Click on “Create a

template”

3. Click “Upload”

4. Click “Choose File”, and upload a document

5. Add recipients, and drag and drop the required fields

6. Click here.

7. Click “Save as Template”

8. You have now learnt how to create a template! Let’s move on and find out how to access the saved template and edit it!