This guide provides step-by-step instructions on how to create a template for frequently used documents using the Centilio tool.
- Open you Centilio account
- We are going to create a template, the next step in the game. Click on “Create a
template”
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- Click “Upload”
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- Click “Choose File”, and upload a document
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- Add recipients, and drag and drop the required fields
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- Click here.
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- Click “Save as Template”
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- 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!