There are two ways to add a template: creating or uploading an existing document from your PC. Either way, I will be walking you through the process of doing both.
Step 1 - Start a New Template
Note: You must first log in and navigate to the Print card to see this screen.
Click the blue "New Template" button on the top right corner of the Print template screen.
Fill out the form and click on "Create Template"
OR
Click on the blue "New Template" button on the top right corner of the Print template screen.
Fill out the form
Select the "Upload File" option if you would like to start from an imported template
Step 2 - Select App
Select the Organization you want to use from Podio.
Select the Workspace you want to use.
Note: Displays Workspaces located in the Organization that you chose previously.
Select the app you want to use.
Name Template - You can change this later in the Settings, or even set the name to a variable pulled straight from Podio!
Note: Displays Apps located in the Workspace that you chose previously.
Click the green "Create Template" button.
Step 3 - Set up the Template.
Using the Document Builder Tab, set up the template.
Note: Refer to Setting up a Template for help on setting up the template.