> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.bluenotary.us/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Using Templates: Complete Guide

Templates allow your business to store frequently used documents and reuse them across notarization sessions, saving time and ensuring consistency. 

From the **Templates** page, you can:
* **Upload Template** to add a new document template to your Business account.
* **Search** for templates by name to quickly locate documents.
* **View Template Details**, including the template name and creation date.

# Adding New Template Document

![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_17dpcgk.png)
1. Click **Upload Template** button
2. Select the file and it will be uploaded automatically.
3. AI tagging will Pre-tag the uploaded template, no manual efforts needed.    ![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_a9tpqg.png)
4. Click **Pre-Tag Fields** to verify the Pre-tags and Save.  
5. Now you can use the saved template while creating the sessions when required. 

|| Templates saved by Business Admins are accessible across all team notary accounts.

# To Delete an Added Template

![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_14rewqk.png)

1. Select the template document. 
2. Click delete. The document will be deleted successfully 

# To Use the Template while creating a Session

On create Session page, while uploading the document use "From Template" as select the desired template. 

![](https://storage.crisp.chat/users/helpdesk/website/-/a/d/6/f/ad6f70f312c99800/image_iapq0s.png)