Using a template

Once your team has created a Template, you can use this Template to create new document drafts. These documents can then be customized, shared, redlined, and e-signed.

To use a template:

  1. Click on a Template from your Home or Documents page
  2. Click 'Use'

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When you click 'Use', you are creating a new 'Draft'. Drafts are personal documents and are only visible to you, the creator of the draft.

To edit the Draft:

Edit > Enter Changes > Click SAVE

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Once ready to send the contract to a colleague or third party, click on the SHARE button and enter their email address. Click here to learn more about inviting parties to your document.

 

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