How to Create a New Document Template Using Predefined Templates

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to create a new document template using predefined templates.

Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).

To create a new document template using predefined templates:

1) Log in to your Board.Vision account using your registered email address and password. 

2) From the left navigation menu, go to Templates, and click on Add New.

3) On the "Create Template" screen, click on Generate a Draft.

4) In the Generate Draft pop-up window, select the Use a Template tab and choose a template from the dropdown list. 

5) Fill in all relevant information before proceeding. Then click on Generate.

6) The template will be generated, and you can adjust the alignment or formatting as needed to ensure the document appears correctly. 

7) To proceed with saving this template, click on the Action button and select Save Template.

If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 and we will be happy to help.

Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding public holidays).