Upload one of your company’s templates from your computer into the Template Wizard to generate its Smart Master Template. Processing typically takes a few minutes, depending on file size. Once complete, all sections of your master template will appear in the Playground for review, editing, and testing. When finalised, click Copy as Smart Document, go to Libraries, select the destination folder, and choose Create New Smart Doc. Enter the title and description, then paste the content into the document editor. Click Save. Your Smart Document is now created as a new Smart Template for your organisation’s team members to use.

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