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Can I Turn a Document into a Template?
Can I Turn a Document into a Template?

Document Template: Merge, Convert, Save as Template

Updated this week

If there's a Document you've been working on within a Booking & you'd like to make use of it in the future in other Bookings, you can convert it to a Document Template.

Within the Document

  1. Click the Action Button (down arrow)

  2. Click Save as Template

  3. Click OK to confirm

This action will create and open a new Document Template which you can then further customize as needed.

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