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Im Andrew from Cleos learning team in this video we will walk through how to build a PDF document template in Cleo Gro Cleo grows document templates allow you to create reusable templates for important documents that need to be generated and signed during the intake process using document templates you will be able to automate the process of drafting a document or filling out a standard legal form once a document has been generated you can send it via email to a number of recipients for signatures or open the document on a computer or tablet in your office to receive a signature electronically to build a document template navigate to the documents section on the black sidebar and click on the template editor tab click on the create new template button towards the top right corner a PDF document template allows you to upload a PDF document and overlay certain fields including such fields as signature fields and contact and matter information merge fields PDF templates are more common