Save a template
Send the same contract often? Save it as a template. The pages and fields are kept; each person becomes a role you fill in when you send.
- 1
Prepare the document
Upload it, add the people and place their fields.
- 2
Press Save as template
Give it a name. Email addresses are not kept, only the roles.
- 3
Find it under Templates
Press Use next to it whenever you need it.
Templates count towards your storage.
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