This article covers how to take a contract, invoice, or other document that you’ve already created for a client and reuse it again for future clients by turning it into a template.
To learn how to use a Lightfolio Template, go to How To Copy and Use a Lightfolio Template.
Step 1: Go to the Document that You Want to Reuse
Go to the Recent Documents section of your Documents page.
Hover over the document that you’d like to reuse and click on the Three-Dot icon.
From the drop-down list, click on the Make Template item.
A Make Template box will pop up. Click on the Yes, Create a Template button to proceed.
Step 2: Create a Document Using Your New Template
To create a new document using your template, go to the Create a Document section on your Documents page.
Hover over the template you want to use for your new document and click on Create.
From there, add your client information when prompted. After that, your new document will load in the Document Builder, ready for you to edit and send.
Related Articles
Document Related Articles