This article covers how to use a Lightfolio Template when creating a document.
To learn how to reuse a document that you’ve already created for a client as a template, go to How To Reuse a Contract, Invoice, or Other Document.
Step 1: Select Your Template From The List
Go to the Document Templates tab from the Documents page. The sub-tab Lightfolio Templates will load with a list of template options to choose from.
Go to the document template that you’d like to reuse and click on the Three-Dot icon.
From the drop-down list, click on the Copy Template item.
A Make Template box will pop up. Click on the Yes, Create a Copy button to proceed.
Note: By default, the Lightfolio Template that you’ve copied will appear as “[Template Title] Copy”, e.g., Model Release (Demo) Copy.
Step 2: Edit Your Template (Optional)
This step is optional. To learn how to create a document with your new template, go to Step 3.
After copying a Lightfolio template, click on the My Templates sub-tab located next to the Lightfolio Templates sub-tab.
Click on the template you’d like to make changes to.
The document builder will load your template in Template Mode.
In the side menu, you can edit your template’s pages, color palette, payment settings, and more.
Step 3: Create a Document (Optional)
To create a new document using your template, go back to the Documents tab on your Documents page.
In the Create a Document section, hover over the template you want to use for your new document and click on Create.
From there, add your client when prompted, then your new document will load in the Document Builder.
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