new
Documents & Contracts ๐
๐ Documents and Contracts: Template Library now available
Whatโs 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 โNewโ and then select โImport from Template Libraryโ.
- 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.