Template market
The market is a shelf of ready-made documents you can take and edit. It is the fastest start when you have no file to import.
1 · Opening the market
Open it from the template section. The dialog has two panes: a searchable tree of collections and their documents on the left, and a preview on the right. The preview renders the actual document, not a thumbnail, so you can read it before deciding.
On a desktop the divider between the panes can be dragged. On a phone the panes take turns.
2 · Narrowing by kind
Above the list, filter by document kind: Data, Form, Agreement, Publication. The filter takes more than one at a time. Leave it untouched to see everything.
The filter resets each time you reopen the dialog.
3 · Taking a document
Take a single document, or a whole collection at once when its documents belong together — an intake form plus the agreement that follows it.
Either way you get your own copy. Edit the wording, add or remove fields, change its kind. Nothing links it back to the market, so a later change there never reaches your copy.
What's next
A template is only useful once someone else can open it. Sharing and inviting covers the link you send, what you can put on it, and what the recipient sees.