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Andrew from Cleo's Learning Team shows how to create a text editor document template in Cleo Grow. These templates are for important documents that need to be generated and signed during the intake process. Two types of templates can be created in Cleo Grow: text editor templates and PDF templates. This video focuses on text editor templates. To create a text editor template, navigate to the documents section, click on the template editor tab, and then click on the create new template button. You can build the template from scratch or copy and paste text from another document.
