---
title: "Adding Document Templates"
slug: "adding-document-templates"
updated: 2024-01-16T11:22:48Z
published: 2024-01-16T11:22:48Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Document Templates

You can add new document templates from the **CRM** section of the Admin Panel.

---

### Adding Document Templates Using Microsoft Word

          We recommend you copy/paste your document's content in the editor once you've created the template.

          

This method helps you avoid formatting errors while working on the template and will save you time in the long run.

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > Document templates**](https://dashboard.nexudus.com/crm/documentTemplates).
3. Click **Add template**.
4. Add a **Template name**.
5. Click the **Save Changes** button.

You've successfully created your new Microsoft Word document template. You can now edit the document template or customize it by clicking on it.

---

### Adding Document Templates Using RTF

          You need to be familiar with RTF syntax to use this output format.

          

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > Document templates**](https://dashboard.nexudus.com/crm/documentTemplates).
3. Click **Add template**.
4. Add a **Template name**.
5. Select **RTF (Liquid syntax)**.
6. Add your template's content in the **Contents** field.
7. Click the **Save Changes** button.

You've successfully created your new RTF document template. You can start using it to generate proposals or customer documents.

---

### Creating Document Templates Using HTML

          You need to be familiar with HTML to use this output format.

          

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > Document templates**](https://dashboard.nexudus.com/crm/documentTemplates).
3. Click **Add template**.
4. Add a **Template name**.
5. Select **HTML (Liquid syntax)**.
6. Add your template's content in the **Contents** field.
7. Click the **Save Changes** button.

You've successfully created your new HTML document template. You can start using it to generate proposals or customer documents.