Documents and Contracts: Template Library now available
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Documents & Contracts
What’s New?
- We have introduced a Template Library in the Docs and Contracts sections of the platform.
- Users can now access a collection of pre-made templates for common documents.
- This feature speeds up document creation, helping users send documents faster.
How to Use?
- Go to the Docs or Contracts section.
- Click on ‘New’ and then select ‘Import from Template Library’.
- Choose a template from the available options.
- The document builder will open with the template already loaded.
- Add a primary recipient and make any necessary changes to the document.
- Send the document once everything is ready.
- You can also create custom templates and click on upload to template library to reuse the templates from there
Why We Built It?
- We built the Template Library to make it easier for users to quickly create and send documents.
- Many users were spending time starting from scratch for standard documents, which slowed them down.