How to use the Templates Function

The “Templates” function allows you to create pre-designed documents that can be reused.

They save time and effort by eliminating the need to create a new document from scratch.

Every time you use a template, you create a copy of that pre-designed document you’re going to reuse (which can save 50% to 80% of the time it takes you to prepare that document).

Setting up templates can be used for various purposes, e.g. contracts, invoices, and proposals, among others.

Creating Templates 

1. Go to the “Template Page”

2. On the Template page, click the "Create a new template" button located at the top right corner.

(This prompts the uploaded document Pop Up)

3. Upload the document you want to turn into a template.

4. On the Edit Page, utilize the “Fields: Signature” and “Fields: Standard” options to design your template.

Drop here the elements you want to be there every time you copy the Template into a new document you’ll send.

5. Once your template has been designed, click the “Save Template” at the top right corner of the Editing Page

Accessing Saved templates

1. Go to the “Template Page” to view your available templates.

2. Click the "Use Template" option attached to your desired template.

(This generates a template draft on the edit page for reuse)

3. You will find here the pre-set signees you’ve already added when you’ve saved the document. Use "Adding Fields for…" on the edit page to add new signees to your template.

4. You will find here the pre-set elements you’ve already added when you’ve saved the document. Use the “Fields: Signature” and “Fields: Standard” options to update the template for new signees.

5. Click "Review and Finish" at the top right corner of the Edit Page, which will prompt a "Quick Recap" pop-up.

6. Verify the information and click the "Send this Document" button to complete the process.

Editing your template(s)

1. Go to the Templates page.
2. Click the menu icon next to the template you want to edit and select “Edit Template” from the list.
3. On the “Edit Page”, use the “Fields: Signature” and “Fields: Standard” options for your updates
4. Click “Save Template” at the top right corner of the Edit Page.