Templates are a valuable tool for managing frequently used documents, streamlining processes, saving time, and maintaining consistency across your team. FLK it over provides the flexibility to create your own templates.
Accessing Templates:
Click the main menu on the left (the three horizontal lines).
Select ‘Templates.’
Select ‘Upload a Doc.’
If you have previously used documents, they will be listed here as a template. If you have a template already created, you can view, edit, clone, or delete your templates.
To create a new template, click ‘Add Template.’
Note: You will need to be a Principal or an Admin user to create templates.