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To create a new template, select a style and name your template before clicking "Create." The screen is divided: the left side is the edit mode for customization and assignment, while the right side allows you to preview changes. Use the drop-down to choose your preview type, either as an email or a PDF, which includes all new sections from edit mode. To preview via email, enter your email and click send. In edit mode, you can modify global template colors or customize them per section using the color icon. You can add a document to ensure it is included each time the template is sent and can also add introductory text for the email body when sending your document.