How do I use a pre-built template?
Using templates is quick and easy:
- Click on the 'Templates' tab in the sidebar
- Browse through available templates or use the search function
- Click on the template you want to use
- The document will open with pre-defined fields already placed
- Add your recipients and assign fields to each person
- 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.
