Document Templates Best Practices

Formatting Document Templates

To save yourself some time, copy and paste the text from a document you already have saved to your computer or accessed online. You will still need to adjust formatting and insert variables, but you will not need to manually type out everything if you approach your template creation in this way.
Before adding a variable, resize and format your document template's text if you need to make any adjustments.
Pressing Enter on your keyboard will add a double space to your document template. To instead add a single space, press Shift + Enter.
You can use tables to mimic a signature block in your document template. Insert a table and adjust the table properties, cell properties, and cell borders to specify text alignment and display. By default, cell borders are not visible, but choosing to include the bottom border can act like an underline.

You can use the following keyboard shortcuts to make editing simpler:

CTRL + A: Select all text in the document template. You can then use the Document Editor Ribbon to apply text styling and alignment to the entire document template.
CTRL + C: Select text and then use the keyboard shortcut to copy the text to your clipboard.
CTRL + X: Select text and then use the keyboard shortcut to cut the text from your document template.
CTRL + V: Paste the text you either cut or copied from your clipboard to your document template.
CTRL + Z: Undo your previous action.
CTRL + Y: Redo an action you previously undid.

Last Published Friday, March 6, 2026