Create Document / Contract Templates

  • Businesses will now be able to create document/contract templates. This will enable quick and easy sending of documents and will also enable you to automatically sending the document in a workflow using the document / contract templates you created.
  • Users will be able to convert any existing document created into a template using the "Convert to Template" action. Then give an appropriate name to the new document template for future reference.
  • Templates can contain all information related to your document / contract apart from the recipient information.
  • Users will also be able to assign signature elements to themselves inside the templates
  • All templates will be listed under Payments > Documents & Contracts > Templates.
  • You can click the 3 dots to the right of the document template > then click on the "Use Template" option to use the template to send a new document.
  • Users will be able to modify, rename, or delete the templates at any point in time.

How to Create a Document / Contract Template

1) Go to Payments > Documents & Contracts

2) Click on the 3 dots to the right of the document / contract you want to turn into a template.

3) Select "Convert to Template" from the dropdown menu.

OR


1) Go to Payments > Documents & Contracts

2) Click on the name of the Documents / Contract that you want to make into a template.

3) While inside the document build / editor click on the 3 dots at the top.

4) Select "Convert to Template" from the dropdown menu.


How to Manually Use a Document / Contract Template

1) Go to Payments > Documents & Contracts > Templates

2) Click on the 3 dots to the right of the document / contract you want to use.

3) Select "Use Template" from the dropdown menu.

4) The system will create the new document / contract from the template, and automatically open it inside document build / editor ), so you can edit it before sending it.

OR


1) Go to Payments > Documents & Contracts > Templates

2) Click on the name of the Documents / Contract that you want to make into a template.

3) While inside the document build / editor click on the "Use Template" button at the top.

4) The system will create the new document / contract from the template, and automatically open it inside document build / editor ), so you can edit it before sending it.