Go to the Documents or Contracts section.
Click on “New” and then select “Import from Template Library”.
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.
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.
