Skip to main content
The Blank Smart Doc starting point opens an empty canvas so you can design a document from the ground up. Use it when no existing template fits, or when you’re building a layout you plan to save as a template later.

​
When To Start Blank

  • You’re creating a new document type your firm hasn’t produced before.
  • You want to prototype a layout before saving it as a Page Template.
  • The existing templates don’t match the deliverable you need.
If you already have a template that fits, use Create a Smart Doc from a Template instead.

​
Creating a Blank Smart Doc

  1. Open the project you want to add the document to.
  2. Open Smart Docs from either entry point:
    • From Schedules View: open the project’s Views menu, click Create New View, then choose Smart Doc.
    • From the side navigation: open the project’s menu (the + CTA), then click Create Smart Docs.
  3. Give the document a name and set visibility to Shared or Personal, then click Create View.
  4. In the Choose a starting point modal, select Blank Smart Doc.
  5. The editor opens with a single empty page on the canvas.

​
Building Out the Document

From the blank canvas, you can: See Navigating Smart Docs for a full walkthrough of the editor.

​
Saving Your Work as a Template

Once your layout is where you want it, save it for reuse:
  • Save a single page as a Page Template from the page’s action menu in the Pages drawer.
  • Save the entire document as a Smart Doc template using Save as Template in the top toolbar.
Admins can toggle Company-wide on either template to share it with the whole firm. See Page Templates for details.

Create a Smart Doc from a Template

Start from a saved template instead of a blank canvas.

Navigating Smart Docs

Tour the Smart Docs editor.