# Add a record from a template

To reduce repetitive work, a template can be used to create a similar record. The created record will contain the same data (columns, sections, notes, signers) as the template.

{% hint style="info" %}
**Add from a template** does not work for the files table.
{% endhint %}

## Add from side menu

1. Click the **Add** button in the side menu.
2. Choose a table. Simply click the "**...**" icon next to a table, and then select the **Add from a template** option.
3. Upon clicking, a list of templates specific to the table will appear.\
   ![](/files/nFADUYWpsQjFXVRDyRFx)
4. Choose a template to continue. You can use the search box to find a particular template. The template will only be shown if it belongs to the table you selected.
5. Depending on how you configure "[Add from form vs. Add directly](#add-from-form-vs.-add-directly)" either a form will be displayed with prefilled template data for you to fill out, or a record will be created directly with the template data.

## Add from table list view

In the Table List View, you can add a new record from a template from the nav bar.

1. Click the "**Add \[Table name]**" button
2. A dropdown menu will be opened. Select "**+ From a template**". Upon clicking, a list of templates specific to the table will appear. The steps for selecting a template are the same as [Add from side menu](#add-from-side-menu-1).

## Add from detail view

In the record detail view, you can click "**Duplicate**" button to duplicate a record.


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