Create a Template

Where and how to create a new template

Written by Alan Sincich
Updated over a week ago

Uploading a Document for a Template

How to upload a doc for your created template

Written by Alan Sincich
Updated over a week ago

Adding Tags to Templates

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

Written by Alan Sincich
Updated over a week ago

Adding Recipients to Templates

How to add a default recipient to a template you create

Written by Alan Sincich
Updated over a week ago

Adding Roles to Templates

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

Written by Alan Sincich
Updated over a week ago

Adding Fields to Templates

How to add and edit different fields to your created template

Written by Alan Sincich
Updated over a week ago

Adding Link Fields to Templates

How to connect certain areas of your document with a hyperlink

Written by Alan Sincich
Updated over a week ago

Adding Supplemental Files to Templates

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

Written by Alan Sincich
Updated over a week ago

Adding a Video Introduction to Templates

How to add a standard intro video to your template

Written by Alan Sincich
Updated over a week ago

Update Templates without Losing Fields

How to make changes to your templates' docs without redoing fields

Written by Alan Sincich
Updated over a week ago

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