HomeTemplates GuideHow do I use a pre-built template?

How do I use a pre-built template?

Templates GuideTemplates Guide⏱️ 2 min read

Using templates is quick and easy:

  1. Click on the 'Templates' tab in the sidebar
  2. Browse through available templates or use the search function
  3. Click on the template you want to use
  4. The document will open with pre-defined fields already placed
  5. Add your recipients and assign fields to each person
  6. Configure reminder settings if needed, then click 'Send'

⚡ Time Saver: Templates eliminate the need to upload documents and place fields manually every time you send common agreement types.

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