How do I create a new template?
  • 21 Jun 2021
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How do I create a new template?

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Article Summary

Revv provides you with a library of templates that you can use to create documents. To create your own template using Revv, simply follow these steps:

  1. Log in to Revv by using your credentials.
  2. Click Templates from the left navigation bar.
  3. Click Create template.
  4. A page appears on your screen where you can clone your existing templates or you can create a new template.
    1. Cloning templates: Click on an existing template to create a clone of the selected template.
    2. Creating new templates: Click Make your own template.
  5. When you try to create your own template:
    1. You can create a blank template, therefore, click Create bank template. You have successfully created your custom template.
    2.  Or, you can click browse to upload your own document.
  6. Select a suitable document from your computer and click Open.

You have successfully created a new template.


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