Templates
- How to create a Checklist Template
- How to Clone a Template to Another Workspace
- How to Share Templates with Affiliated Workspaces
- How to Set Up Template Manager Role and Permissions
- How to Publish Templates and Clauses
- How to Use Template and Clause Folders
- How do I create Placeholders?
- How do I add a checkbox?
- How do I create a Document from a Template
- What Types of Templates can I create?
- How do I customize the Header and Footer?
- How Do I Add Form Fields to a PDF?
- How do I edit a Template?
- How do I delete a Template?
- How do I create restricted Templates?
- How do I create a Template?
- What if I have a lot of document templates to upload?