How do I turn my own document into a template?
Send the same document again and again? Upload it once as a template. Place each person's fields on the document.
Watch the video
Steps
- Send the same document again and again?
- Upload it once as a template.
- Place each person's fields on the document.
- Name who signs, like Tenant and Landlord. Tick Only if needed for anyone who doesn't always sign, then save it.
- Next time, choose the template, add the people, and send.
Transcript
Send the same document again and again?
Upload it once as a template.
Place each person's fields on the document.
Name who signs, like Tenant and Landlord. Tick Only if needed for anyone who doesn't always sign, then save it.
Next time, choose the template, add the people, and send.