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In this tutorial, Andrew from Cleo's learning team explains how to create a PDF document template using Cleo Grow. These templates enable the generation and signing of essential documents during the intake process, automating the drafting of standard legal forms. After generating a document, users can send it via email for signatures or open it on a computer or tablet for electronic signing. To build a document template, navigate to the documents section in the sidebar, select the template editor, and click the "create new template" button. Users can upload a PDF and overlay fields such as signature fields and contact information merge fields, making PDF templates a widely used feature.