1. Go to Settings in the bottom left corner of the screen
2. Go to the File Templates tab
3. Click Add and select the File Template option to add a new file template. Alternatively, you can add a new folder or click Upload to upload a file or folder from your device.
4. Select the file type (you can choose between Excel, Word or PowerPoint)
5. Once the file type is selected, type the name you wish to give to the file and click Create File.
The online editor will open in a new browser tab where you can create the file template in accordance with your needs.
6. You’re all set! Now you can add a file from your templates in any record by clicking New > File from Template and selecting the corresponding template.