Templates under any category can be used in “Documents,” but only templates categorized as agenda or summary can be used in “Meetings.”
Blocks are components of your template - the intro, body, and signature. These blocks are reusable and synchronized with each other.
NOTE: Reusable Blocks can be applied to multiple templates. All templates that the block is present on will also be edited when you edit the block.
The topics in the notes equal the topics in the template. They define the content of your document.
Find more information on Topic Merge fields here: Merge Fields
You can set up Headers and Footers in Template Settings for PDF documents.
9. Your template is now ready to use. You can use it to send out a document to your clients.