Turn Your Word Documents into Fully Trackable Documents

hi I'm Rob head of customer support we created a really easy way for you to import a word doc and have it automatically converted into your first template let's get into it to get started importing a Word document go to templates then click all templates then in the top right click create template import word doc follow the onscreen instructions to select the word doc from your computer or device and once it's imported you'll see a split screen set up with your original content on the left and new best proposals template on the right hand side like this the trick is to follow the yellow flashing indicator and it will walk you through each phase of the setup hover over it and it'll give you a helpful tip the next step is to go through and split your content up into individual sections these sections will be divided up in the left hand sidebar of your template so all you need to do is hover over the space between your headers or paragraphs and you'll see a red plus indicator to add a new section don't worry you can undo any sections you add by clicking the undo button that appears in the same place once you've set up all your sections you'll see they all Untitled in your template you can now rename all of those sections to accurately represent the content Inside by double clicking and simply typing the new name once you've renamed all your sections click next in the top right to proceed to the next stage of setting up your blogs now it's time to split up your sections into individual blocks you'll see we've done away with the word do view now as we're getting very close to having a template ready to go splitting up your blocks is useful when you want to add a different Design Elements such as adding background colors or video backgrounds for example at the bare minimum we would suggest splitting up your headers and titles and the content of each section into separate blocks so you can add some design flare later on to split up your blocks it's a similar process to setting up your sections as we did earlier just hover over the gaps between your content and you'll see the red plus icon appear for you to separate your blocks work your way through your document at one once you're happy you've got all your blocks set up click next and we're on to our final styling step before you're ready to go here you can select from one of our pre-made color themes don't worry if they're not 100% on brand it's super easy to change the colors later on so you can pick one you like the look of for now and tweak it once you're inside the template editor finally to save you a load of time sourcing images you can type a keyword that represents your industry or what you do down the bottom left and we'll insert some nice relevant imagery in between your blocks for you and give your template that extra level of Polish that's it go ahead and click create my template in the top right to complete the import process and you're all good to go just a quick one if you find yourself getting a little bit stuck and you need a nudge in the right direction look out for the live chat icon in the bottom right hand side of your screen and we'll be more than happy to help you in any way we can