# How to Make a Document From a Template

Source: https://nerix.ai/help/make-a-document-from-a-template

Help

# How to Make a Document From a Template

There are three ways to start a document: from a template, by asking nerix to write it, or by uploading one you already have.

Checked 31 October 2026

## In short

- Open Documents from the sidebar.
- Choose New document.
- Pick a template, or choose Ask nerix to write it, or Upload one.
- Fill in the gaps. The document fills itself in as you go.
- Download it, send it, or send it to be signed. Start free Browse the free templates

## Without an account

The template library on this site works with no account and no AI. Pick a template, fill in the form, and download Word or PDF. You can also open a template in the free chat and change it with the AI.

## Inside the workspace

The sidebar of Documents has views (All, Drafts, Waiting for signature, Signed, Sent, Starred, Recent) and types (Offers, Contracts, Letters and more).

A document has Document, Details and Discussion panels, and keeps its versions. It downloads as PDF, Word, ODT, RTF, Markdown, Excel and CSV on paid plans.

Documents you ask nerix to write are filed as drafts, with a passport and their versions.

## Keep reading

- [How to Upload Documents to nerix](https://nerix.ai/help/upload-documents)
- [Billing and Credits in nerix](https://nerix.ai/help/billing-and-credits)
- [Getting Started With nerix](https://nerix.ai/help/getting-started)

## Related products

### Related products

- [Templates](https://nerix.ai/product/templates)