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New Document and Template Creation flows

Creating documents and templates should be straightforward.

So we rebuilt the entire experience.

Instead of jumping through multiple steps, everything now happens in one clean modal - giving you a full overview from the start.

You can now:

  • Browse templates in one place

  • Search and filter instantly

  • Star the ones you use the most

  • Preview templates before selecting them

  • Drag & drop a PDF or DOCX to create a doc from it

Everything is structured, searchable, and easier to navigate.

The goal is simple: less clicking, more clarity, and faster document creation.