Create document

After creating a Template, you can use it as the basis for documents. From a single template, you can generate multiple documents. This is useful for things like contracts or education agreements: the basis is the same, but the content can differ per document. In the guide below, you can read how to create a document.

In this guide

Where can you create a document?

Create document via the document overview

Create document from a template

Where can you create a document?

You can create a document in two ways:

1. From the document overview
2. From a template

Create document via the document overview

1. Click Documents in the menu bar at the top.
2. Then click + New document.
3. In the window that opens, fill in the following details:

   • Name: Choose a name for the document.

   • Template: Select the template you want to use as a basis.

   • Programs: Link at least one program to the document (for education documents only). 

   • Folder: Select the folder where the document should be stored. If a folder is already open, the document will automatically be added there.

   • Style: Choose a style for the document. You can adjust styles or create new ones via Settings. 

   • Language: If you use the AI translation feature, you can set the language in which the document should be created.

4. Click Create document to save the document.
   

Create document from a template

Open the desired template. At the top left, next to the template name, click + Create new document. The same window as above will appear. Once you have filled in the details, the document will be added to the document overview.