This article is the shortest path from a fresh Document and Template subscription to your first rendered document. Field-level help in the template editor covers the rest.
Before you begin
You need an organisation that is signed up for the Document and Template product, and an administrator who can sign in to the tenant portal as an owner, a legal administrator, or a marketing administrator. If the product was not part of signup, an owner can add it from the Billing page.
Step 1: Upload your brand assets
Open the Branding page, upload your logo, set your colour palette, choose your typography from the curated list, and write your default footer text. These assets are referenced by templates rather than being copied into them; one change at the brand level flows through to every document that binds to brand tokens.
Step 2: Seed your clause library
Open the Clauses page inside the template product and import the boilerplate paragraphs your business reuses across documents. Group them by topic (jurisdiction notices, confidentiality, payment terms). Templates reference clauses by name, so when an approved clause changes, every template that references it picks up the new wording on the next document you render.
Step 3: Create your first template
Open the Library page, choose New Template, and pick a starter layout (letter, statement, contract cover sheet). Drop in clauses from your library, mark the merge fields for variable data, and define the data shape the template expects when rendered. Save the draft; the editor checks the shape you defined so a malformed render request is rejected with a clear error.
Step 4: Publish through approval
Open the same template’s detail page and send the draft into the approval flow. The Governance page controls who can approve which kind of template; a reviewer is notified, opens the draft, and either publishes the new version or returns it with comments. Published templates are locked; later edits create a new version, leaving every previously rendered document tied to the exact version that produced it.
Step 5: Render your first document
In the Library, open a published template and choose Render. Provide the data the template expects (either pasted directly or uploaded as a spreadsheet row) and the engine produces a PDF you can preview and download. Every render is recorded in the Jobs page and in your audit history.
Where to go next
Templates integrate with Agreement and E-Sign: a rendered document can be sent into an envelope without leaving the portal. The Connectors page lets you wire a customer-relationship or human-resources system so the source data for a render is pulled automatically rather than pasted. The Reports page shows render volume and template adoption.