Create a template
Creating a template can only be done from an existing document. For example, you open an invoice.
Step 1: Select the items and/or text that you want to add to your template.
Step 2: Click on the icon at the top right.
Step 3: Give your template a name and optionally add a description.
Overview
To find an overview of all your document templates, navigate to the tab "Documents" and then select "Templates" under the column "Revenue".
Next, you will see a list of all the document templates you have created in your Go Getter platform.
You can filter this list by selecting one of the columns.
You can look up a specific template by using the "Search" bar.
When you select a particular template, you have the possibility to edit it through the template card.
