---
title: How do I start creating a new template?
description: Learn about the first step in template creation
---

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1. [Help Center](https://help.precisely.se/en?hsLang=en)
2. [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en)
3. [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates)

# How do I start creating a new template?

## Learn about the first step in template creation

When [creating automated templates](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en), the first step is deciding if you want to take advantage of already existing content, or prefer to start from blank and create everything manually.

You can choose between three ways of creating a template:

- **Start from scratch by creating a blank document**
- **Use one of your existing Precisely templates and duplicate it to create a new one**
- **Upload a document from your computer**

<iframe src="https://www.loom.com/embed/c17ba1d99f5543aba3015f055a2a49e7?sid=651066bb-62b3-4e24-96b2-7fce16cebcc9" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

Click *Templates *in the top menu and click the green *New template *button on the top left, and select how you'd like to start with your template creation.

![Screenshot 2025-01-31 083033](https://help.precisely.se/hs-fs/hubfs/Screenshot%202025-01-31%20083033.png?width=401&height=198&name=Screenshot%202025-01-31%20083033.png)

### Create a blank template document

You can start from scratch by clicking the *Create blank* button.

### Create a new template by copying another one

If you already have a template in your Precisely organization that is similar to the one you're trying to create, you can simply create a copy by clicking *From template.*

### Upload a Word file

Before using Precisely, you probably worked with some templates in Word. You can easily upload these documents in Precisely! Simply click *Import Word file *and select a .**docx** file from your computer. Then, you're able to choose if you want the the content of the document to be added as it is, or if you want some references to already be automatically created.

![Screenshot 2025-01-31 084129](https://help.precisely.se/hs-fs/hubfs/Screenshot%202025-01-31%20084129.png?width=402&height=353&name=Screenshot%202025-01-31%20084129.png)

If you import a **Word file (.docx)**, your variable partsof a contract can be automatically converted into Precisely references. You can do it in two different ways:

- Let Precisely convert \[square\_brackets\_content\] into a Precisely references+questions
- Let **Precisely AI **automatically detect and create references and questions for you

👉 [Read more](https://help.precisely.se/en/how-to-convert?hsLang=en) about converting your external files into Precisely's smart templates.

 

### **💡PRO TIP: Copy a template from another organization**

If you're an experienced Precisely user with Admin role that works with multiple entities (= organizations in Precisely), you can also copy templates between organizations.

![Screenshot 2025-01-31 090456](https://help.precisely.se/hs-fs/hubfs/Screenshot%202025-01-31%20090456.png?width=587&height=292&name=Screenshot%202025-01-31%20090456.png)

<iframe src="https://www.loom.com/embed/17fe21f645de41199dff13e76cca182f?sid=88a0ec29-904c-42b4-815b-17c5f6ac8386" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

👉 [Learn more](https://help.precisely.se/en/articles/1471400-how-do-i-copy-a-template-from-one-organization-to-another?hsLang=en) about copying a template from one Precisely organization to another.

 

*Wondering about the next steps in template automation? [In this article](https://help.precisely.se/en/articles/386056-creating-automated-templates?hsLang=en), you'll learn all about creating automated templates in Precisely.*

- [The Precisely Platform: Key Features & Tools](https://help.precisely.se/en/the-precisely-platform-key-features-tools?hsLang=en)
- [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en#main-content)

    - [Building & Managing Templates](https://help.precisely.se/en/automated-templates-documents?hsLang=en#building-managing-templates)
    - [Working with References](https://help.precisely.se/en/automated-templates-documents?hsLang=en#working-with-references)
    - [Conditional Logic & Automation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#conditional-logic-automation)
    - [Formatting & Content Styling](https://help.precisely.se/en/automated-templates-documents?hsLang=en#formatting-content-styling)
    - [Collaboration & Negotiation](https://help.precisely.se/en/automated-templates-documents?hsLang=en#collaboration-negotiation)
    - [Document Management & Versioning](https://help.precisely.se/en/automated-templates-documents?hsLang=en#document-management-versioning)
    - [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive)
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    - [Security & Authentication](https://help.precisely.se/en/control-compliance?hsLang=en#security-authentication)
    - [Template & Draft Control](https://help.precisely.se/en/control-compliance?hsLang=en#template-draft-control)
- [Precisely's AI Features](https://help.precisely.se/en/preciselys-ai-features?hsLang=en#main-content)

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- [Integrations](https://help.precisely.se/en/integrations?hsLang=en#main-content)

    - [Precisely's API](https://help.precisely.se/en/integrations?hsLang=en#preciselys-api)
    - [Precisely's Microsoft Outlook Integration](https://help.precisely.se/en/integrations?hsLang=en#preciselys-microsoft-outlook-integration)
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- [Electronic Signature](https://help.precisely.se/en/electronic-signature?hsLang=en#main-content)

    - [Signing Providers & Methods](https://help.precisely.se/en/electronic-signature?hsLang=en#signing-providers-methods)
    - [National eID Integrations](https://help.precisely.se/en/electronic-signature?hsLang=en#national-eid-integrations)
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- [New in Precisely](https://help.precisely.se/en/new-in-precisely?hsLang=en)

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