Convert any Octiv document into a Template and keep it at the ready for a future starting point. You have two options for making this happen; you can convert a document from your Document List or from Build View.

Follow these steps to convert a document to a Template from your Document List:

  1. From your Document List, click the checkbox next to the Proposal, Presentation, or Contract you’d like to convert into a Template.
  2. Click the More icon at the top of your Document List.
  3. From the dropdown menu, click Convert to Template. You can find your new Template under the Templates filter for the type of document that you converted it from—Proposal, Presentation, or Contract.

Follow these steps to convert a document to a Template from Build View:

  1. From the Build View of the document you want to convert, click the Next Steps tab.
  2. Click More Actions.
  3. From the dropdown menu, click Convert to Template. You can find your new Template under the Templates filter for the type of document that you converted it from—Proposal, Presentation, or Contract. 

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