If you have been assigned the Team Admin role, you can create custom document templates for your whole team to use.
A team template starts life as an ordinary uploaded document: you upload it and map the fields you need. That part is the same for any document, and is covered in Uploading Documents & Document Templates. What follows is what makes it a team template.
Saving it for the team
Once the document is mapped, select the file icon in the upper right corner. Save as Template asks Where would you like to save this template?
Team Templates — available to everyone on your team.
My Templates — only for your own use.
A template only appears on future deals of the same type as the one you built it on. Build it on a seller deal and it will not be there on a buyer deal — so create it on the kind of deal your team will actually use it for. See Uploading Documents & Document Templates.
How your team uses it
They click ADD DOCUMENT on their deal, then Select from library, and open Team Forms.
If you saved it to My Templates, look under User Forms instead. The library keeps the two apart: Team Forms holds what the team shares, User Forms holds your own.