Using the Document Template Editor

Learn how to access and use the document template editor in Nexudus. 

The document template editor is an in-app editor that you can use to build your document templates within Nexudus with the simplicity and design flexibility of Microsoft Word. 

Accessing the Document Template Editor 

  1. If the side menu is not visible, click .
  2. Click CRM > Document Templates.
  3. Click on any existing document template. 
  4. Click Launch Template Editor. 

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The template editor opens in a new browser tab. Your document can take a few seconds to load in the editor.

You can create and edit your document templates like you would any other Word document. 

For more information, check out our related articles: 

 

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