Templates are the backbone of automating your business. They are a clean copy you can re-use for any client or workflow to save you time and streamline your process. 

Easily access your Templates under "Account Settings", and "My Templates". 

You can also use the shortcut button located at the top right of your screen:


You can create templates for:

To create your template, click on the "new template" button and select the type of document you'd like to create. 

Additionally, you can filter your completed templates by clicking the "filter" button and choosing which type of document you want to view. 

Finally, you can purchase/download templates using our Template Marketplace. Find out more about this here. (We strongly urge you to download the *FREE* 17hats Essentials Pack!)

Once you've decided what document type you want to create, fill in the specific document header information and then begin including your content. 

Feel free to reach out via Live Chat if you still have any remaining questions and we'll be happy to help out!

Keywords: Templates, Template Marketplace, Emails, Quotes, Contracts, Invoices, Questionnaires, Documents 

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