# Using Quick-Create

The quick-create feature allows you to quickly preview and create documents without launching the Documint app.

#### How it works

The Documint extension card contains a list of up to 5 of your most recently used templates (see below on how you can add specific templates to the card) from which you can quickly create or preview your document.

<figure><img src="/files/1Xoas4T9Gf7rwwiwEIaJ" alt="placeholder"><figcaption></figcaption></figure>

When you click on either preview or create, a new window will open to display the template.

If you are creating a document, wait for the success message to appear to confirm your document has been attached and then you can close the window.

<figure><img src="/files/nO3RV0btkwS7eLe799gb" alt=""><figcaption></figcaption></figure>

#### Picking your templates

By default, your most recently used templates are stored and will be the templates in the Documint card; however, you can select the templates you would like to appear for each object type in the app's settings.

In the HubSpot dashboard, go to settings > Integrations > Connected apps > Documint > Actions > Go to settings > Pick templates. This will open a frame with the template picker tool.

The template picker will allow you to select up to 5 templates for each object type. Once you are finished picking your templates, close the frame and refresh your record. You will now see your selected templates in the Documint card.

<figure><img src="/files/LVDpQg3b79RKFOJYBR75" alt=""><figcaption><p>The template picker is a simple drag-and-drop tool</p></figcaption></figure>

#### Going back to the default behavior

If you would like to go back to seeing your most recently used templates: go to the template picker tool, select your object type, and click reset. This will clear your selected templates and recently used templates will start to be stored instead.


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# Agent Instructions: Querying This Documentation

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
