--- title: 1.3 Uploading the template to the platform description: Our document is ready with tags, now what? --- [Skip to content](https://support.biglelegal.com/en/knowledge-base/1.3-loading-the-template-to-the-platform#main-content) - [English](https://support.biglelegal.com/en/knowledge-base/1.3-loading-the-template-to-the-platform) - [Español](https://support.biglelegal.com/es/knowledge-base/gs-carga-plataforma) English Show submenu for translations [Customer portal](https://support.biglelegal.com/tickets-view?hsLang=en) ![Bigle Academy Logo](https://support.biglelegal.com/hubfs/Bigle%20Academy%20Logo.svg) Open main navigation Close main navigation - - [English](https://support.biglelegal.com/en/knowledge-base/1.3-loading-the-template-to-the-platform) - [Español](https://support.biglelegal.com/es/knowledge-base/gs-carga-plataforma) English Show submenu for translations - [Customer portal](https://support.biglelegal.com/tickets-view) Find what you are searching - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.biglelegal.com/en/knowledge-base?hsLang=en) 2. [New in Bigle](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en) 3. [1. Template creation](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#1-template-creation) # 1.3 Uploading the template to the platform ## Our document is ready with tags, now what? If we have decided to create our document externally, once we have finished placing the tags on the document, it is time to upload it to the platform to start creating the form fields. Remember that we need to save the file in **.docx** format so that the platform can recognize it. Don't worry if you don't understand something, we are here to explain it to you! **1.** First of all, we enter the platform and go to the **Templates** page, through the top menu. ![Templates](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/0.%20Nuevo%20en%20Bigle/Template%20-%20Doc.%20creation%20redesign/Template%20creation/EN/Templates.png?width=687&name=Templates.png) **2.** We click on the **Create** button. ![Create template](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/0.%20Nuevo%20en%20Bigle/Template%20-%20Doc.%20creation%20redesign/Template%20creation/EN/Create%20template.png?width=687&name=Create%20template.png) **3.** We select the corresponding option: in this example, we will choose **Upload docx template** (the option for when we already have a template document created and we want to upload it from our computer). However, we can also choose **Create new** (if we want to create the template from scratch, with the platform editor), or **Import Bigle template** (if we have a created and configured template, and we want to import it). ![Upload template](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/0.%20Nuevo%20en%20Bigle/Template%20-%20Doc.%20creation%20redesign/Template%20creation/EN/Upload%20template.png?width=688&name=Upload%20template.png) **4.** Since we have chosen the **Upload template** (.docx) option, we must select the appropriate file on our computer to proceed. ![Select template document](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/0.%20Nuevo%20en%20Bigle/Template%20-%20Doc.%20creation%20redesign/Template%20creation/EN/Select%20template%20document.png?width=687&name=Select%20template%20document.png) **5.** Once the file is uploaded, we click **Confirm** to finish the import. ![Confirm template document upload](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/0.%20Nuevo%20en%20Bigle/Template%20-%20Doc.%20creation%20redesign/Template%20creation/EN/Confirm%20template%20document%20upload.png?width=688&name=Confirm%20template%20document%20upload.png) **6.** We have now successfully uploaded the file and we have entered the **template configuration environment**, where we can start creating the fields that will build up the form. ![Template view](https://support.biglelegal.com/hs-fs/hubfs/Knowledge%20Base/Bigle%20Academy/0.%20Nuevo%20en%20Bigle/Template%20-%20Doc.%20creation%20redesign/Template%20creation/EN/Template%20view.png?width=687&name=Template%20view.png)   **Replacing a template document** If we want to replace an external document with another one, we must enter the template in question, go to the document menu within the "Editor" and click on "Upload" to select the document that should replace the current template.   **Next steps:** [2.1 How do I create the form fields? **⇢**](https://support.biglelegal.com/knowledge-base/2.1-how-do-i-create-the-form-fields?hsLang=en)     - [Platform Updates](https://support.biglelegal.com/en/knowledge-base/platform-updates?hsLang=en) - [On-demand webinars](https://support.biglelegal.com/en/knowledge-base/on-demand-webinars?hsLang=en) - [New in Bigle](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#main-content) - [0. Introduction](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#0-introduction) - [1. Template creation](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#1-template-creation) - [2. Creation of fields](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#2-creation-of-fields) - [3. Creation of forms](https://support.biglelegal.com/en/knowledge-base/new-in-bigle?hsLang=en#3-creation-of-forms) - [Templates - Create tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#main-content) - [Introduction](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#introduction) - [Type of tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#type-of-tags) - [Types of use of opening and closing tags](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#types-of-use-of-opening-and-closing-tags) - [Settings](https://support.biglelegal.com/en/knowledge-base/templates-create-tags?hsLang=en#settings) - [Templates - Fields](https://support.biglelegal.com/en/knowledge-base/templates-fields?hsLang=en) - [Template - Form](https://support.biglelegal.com/en/knowledge-base/template-form?hsLang=en) - [Template - Settings](https://support.biglelegal.com/en/knowledge-base/template-settings?hsLang=en) - [Sub-template](https://support.biglelegal.com/en/knowledge-base/sub-template?hsLang=en) - [Metadata and Reports](https://support.biglelegal.com/en/knowledge-base/metadata-and-reports?hsLang=en) - [Documents](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#main-content) - [Document management and organization](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#document-management-and-organization) - [Massive actions](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#massive-actions) - [Document options](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#document-options) - [Processes](https://support.biglelegal.com/en/knowledge-base/documents?hsLang=en#processes) - [Bigle AI](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#main-content) - [Document Assistant](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#document-assistant) - [Discriminative AI](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#discriminative-ai) - [Libra: General AI Chat on the Platform](https://support.biglelegal.com/en/knowledge-base/bigle-ai?hsLang=en#libra-general-ai-chat-on-the-platform) - [Requests](https://support.biglelegal.com/en/knowledge-base/requests?hsLang=en) - [Edition](https://support.biglelegal.com/en/knowledge-base/edition?hsLang=en) - [Negotiation](https://support.biglelegal.com/en/knowledge-base/negotiation?hsLang=en) - [Validation](https://support.biglelegal.com/en/knowledge-base/validation?hsLang=en) - [Electronic signature](https://support.biglelegal.com/en/knowledge-base/electronic-signature?hsLang=en) - [Workflows](https://support.biglelegal.com/en/knowledge-base/workflows?hsLang=en) - [Certified Email](https://support.biglelegal.com/en/knowledge-base/certified-email?hsLang=en) - [Tasks](https://support.biglelegal.com/en/knowledge-base/tasks?hsLang=en) - [Administration and Security](https://support.biglelegal.com/en/knowledge-base/administration-and-security?hsLang=en) - [Customize the platform](https://support.biglelegal.com/en/knowledge-base/customize-the-platform?hsLang=en) - [Integrations](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#main-content) - [No-code universal connector](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#no-code-universal-connector) - [Bigle Legal API](https://support.biglelegal.com/en/knowledge-base/integrations?hsLang=en#bigle-legal-api) [![Bigle - Deloitte Fast 50 Programme - Knowledge Base Sello](https://support.biglelegal.com/hubfs/Bigle%20-%20Deloitte%20Fast%2050%20Programme%20-%20Knowledge%20Base%20Sello.svg "Bigle - Deloitte Fast 50 Programme - Knowledge Base Sello")](https://www.biglelegal.com/press/bigle-ranks-26-in-deloitte-technology-fast-50-2026) Copyright © 2026, Bigle Iberia, S.L.