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In this video, Andrew from Cleo's learning team explains how to build a PDF document template using Cleo Grow. These templates enable the creation of reusable documents needed for signing during the intake process, automating document drafting and standard legal form completion. Once generated, documents can be emailed to multiple recipients for signatures or signed electronically on a computer or tablet. To create a template, users should navigate to the documents section, select the template editor tab, and click on the "create new template" button. PDF templates allow uploading a PDF and overlaying fields, such as signature fields and contact/matter information merge fields, which are commonly used.