How to Create Doc Templates for Your Team in Coda

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Here's how to do it:

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1. Create a new doc.
2. Add Structure and use headings for organization and clarity.
3. Add Tables for data, plus Text Blocks, Lists, and Callouts for important details.
4. Add text like [Insert Name], [Date], or [Task List] for customizable fields.
5. Once done, click the three dots (•••) in the top-left corner.
6. Select "Turn into a template."
7. Click "Create."
8. Click on "Publish."