Create an Automated Template with Excel

This feature is available with Pro and Enterprise plans.

Automated Templates allow users to bulk send documents in just a couple of clicks. And, thanks to automated variables, each document will be personalized to external guests.

The following instructions are for the Automated Template with Excel feature. For Automated Template with Salesforce instructions, please click here.

Creating a new Automated Template with Excel

1. From Home, click + New Document
2. Click the '>' arrow beside "New Template"
3. Select Automated with Excel 
4. Import your Word file
5. Add a title and fill the Summary Sheet
6. Click 'Save'

Changing a standard Template to an Automated Template

1. Open a Template
2. Click File
3. Click 'Automate template'
4. Only applicable for Salesforce integration users: in the 'Select an automated template type' pop-up, click Microsoft Excel. For more information on setting up the Salesforce integration, visit here. This guide will focus on the Excel automated template. 

 

The Automated Template will be available in the "Templates" tab to the left of the home page.

Creating Automated Variables

Automated Variables are what give Automated Templates extra power to merge dynamic information across contracts using one Excel file. 

Each variable set up in an Automated Template will correspond to a column in the custom Excel file that is generated for each automated template. 

To insert variables: 

1. Click Edit
2. With your mouse, highlight the text that you'd like to turn into a variable (ex: "Signee mailing address") or, simply place your cursor and click where you want to place the variable
3. Click Insert
4. Click Automated variable
5. The highlighted text will turn into a variable. If you did not highlight any text, you will be prompted to enter a variable name in a pop-up window. Once you have typed your variable in the 'variable name' field, click Ok:
6. Click Save

Downloading the Excel Template

1. Click File in the top toolbar
2. Click the arrow beside Automated template 
3. Click Download Excel template

Using an Automated Template

Using the template is the next step, to learn more, click here.