Start from a saved or built-in template instead of a blank document.
By the end you will reuse structure you already trust.
1. Open Templates — Choose Templates in the sidebar to see your saved templates and the built-in library.
2. Pick one — Filter by type or search by name, then choose Use template.
3. Fill it in — The structure and wording come across. Change anything that differs for this client.
4. Save as a new document — Save it to your documents. Editing a template never changes the original.
My template is not listed — Templates are per-workspace. Confirm you are in the workspace where you saved it.