✅ What You Can Do:
Create professional documents quickly
Use templates or start from scratch to build your documents.Customize every detail
Add text, fields, signatures, and branding to match your needs.Save and reuse templates
Create once, use many times with templates.
Method 1: From the Documents Page
This is the most common way to create a new document:
Log in to your Inly account
Click on "Documents" in the main navigation
Click "Create New Document" button
You'll see a screen that looks like this:
[Screenshot: Documents page with Create New Document button]
Method 2: Choose a Template
After clicking "Create New Document", you'll see template options
Browse available templates or start with a blank document
Click on a template to use it
👉 Tip: Templates help you get started faster and ensure consistency.
Method 3: Customize Your Document
Once you've selected a template or blank document:
Fill in your document content - Add text, fields, and customize as needed
Add signature fields where signatures are required
Preview your document before saving
Save your document
You'll see an editor that looks like this:
[Screenshot: Document editor interface]
Tips for First-Time Users
Start with a template to see how documents are structured
You can always edit and customize templates
Save frequently as you work
Preview your document before sending
Troubleshooting
❓ I can't find the "Create New Document" button.
Make sure:
You're logged into your account
You're on the Documents page
You have permission to create documents
❓ My document isn't saving.
Try:
Checking your internet connection
Refreshing the page
Making sure all required fields are filled
❓ I don't see any templates.
Templates may vary by plan. If you don't see templates:
You can start with a blank document
Contact support to learn about available templates
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.
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