1. Open Templates
Go to Templates in the sidebar and click Create Template.
2. Name Your Template
Type the template name
Add Default Email Subject
Add Description
Choose a category (Agenda, Summary, etc.).
3. View Your Blocks
On the lower right, click Browse All Blocks to see your reusable content pieces.
Blocks = intro, body, signature, and other reusable sections.
4. Add Blocks to Your Template
Select a block (ex: Client To-Do).
Preview it → click Add to Template.
Important:
If you edit a block later, the change applies to all templates using that block.
If you don’t want that, save it as a new block.
5. Add More Blocks
Repeat the process to build out your full document.
6. Set the Order
Drag blocks up or down to arrange the structure.
This is the exact order shown in the final document.
Tips
Want reusable sections? Use Blocks.
Editing a block affects every template that uses it.
To avoid changing other templates, duplicate the block and save it as new.