Related Questions:
How do I merge a document to a document template?
Convert an existing Document into a Template.
Can I save a document as a template?
Answer:
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
Click the Action Button (down arrow)
Click Save as Template
Click OK to confirm
This action will create and open a new Document Template which you can then further customize as needed.
