For new templates:
Click on + Create template
button at the bottom of your left-side navigation. You can also start a new template from the Create template
button or, if it’s your first time using Anvil, from the Welcome
card on your document templates dashboard.
Upload a PDF or docX to convert into an Anvil Template and click Upload
.
You can now set up your document as a template.
For existing templates:
Click on the gear icon to the right of the Workflow title and select Edit template
.
You can now edit your document template.