Templates

Create a Template

Where and how to create a new template

Written by Alan Sincich
Updated this week

Uploading a Document for a Template

How to upload a doc for your created template

Written by Alan Sincich
Updated this week

Adding Tags to Templates

How to add tags to templates so they automatically attach to send outs

Written by Alan Sincich
Updated this week

Adding Recipients to Templa

How to add a default recipient to a template you create

Written by Alan Sincich
Updated this week

Adding Roles to Templates

How to add specific recipient roles to your template's workflow

Written by Alan Sincich
Updated this week

Adding Fields to Templates

How to add and edit different fields to your created template

Written by Alan Sincich
Updated this week

Field types

Explains what the GetAccept field types are and how they can be used

Written by Adam Hjort
Updated this week

Adding Link Fields to Templates

How to connect certain areas of your document with a hyperlink

Written by Alan Sincich
Updated this week

Adding Attachments to Templates

How to add supplemental docs, files, and webpages to a template

Written by Alan Sincich
Updated this week

Adding a Video Introduction to Templates

How to add a standard intro video to your template

Written by Alan Sincich
Updated this week

Create a Google Docs Template

How to create Google doc templates in your Templates folder in Drive

Written by Alan Sincich
Updated over a week ago

Editing Google Doc Templates

How to make inline edits to your Google Doc templates

Written by Alan Sincich
Updated over a week ago