1. Click the documents tab

2. Click documents

3. On the right-hand side of the page you have quick access to all of your global templates. You can search and add documents from the search bar under add from template

4. Type in your desired document name and click on the document to add it to this file

5. To go back, click documents under the quick action button

6. Now, your document will appear in your in file documents for that file, and can be searched for in the left search bar

7. To go to your global templates click manage templates

8. You will be brought to the templates section in settings

9. If you would like Closer's team to create a template for you, click request a custom template

10. From here, you can send us a message, we look forward to chatting with you!