Document Templates

Document Templates - Your Document Templates are the document files you automate in Gavel. Each Document Template consists of one file. These documents can be generated as sets, and each can be generated multiple times. You automate a Document Template by creating a workflow.

Your Document Templates can be either Word or fillable PDF documents. You can upload a new Document Template in three ways:

1. By building a workflow from a document (Gavel Blueprint, the AI-enabled workflow builder)

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2. Using the Document Templates tab of a workflow

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3. Using the Document Templates section of your dashboard