Here's a quick video tutorial giving an overview of how to set up a template.
The first step to creating a new document is clicking the "+" button that appears when hovering your cursor over the lefthand Templates link. If you are currently on the Dashboard page, you can also choose "New Template" from the top right Quick Actions menu.
Once you have been redirected to the New Template page, there is a number of options you can set for your template. These options are discussed throughout the following articles.