How do I manage my created contract templates?

All the electronic contract templates you have created are stored and managed in one central location.

Finding Your Templates

Navigate to Contracts & Files > Contract Templates. This page displays a list of all your saved templates. For each template, you can see key information such as its creation date and who created it.

Available Actions

To the right of each template in the list, you will find an Actions menu that allows you to perform several tasks:

• View: Click this to quickly preview the template document and see how the fields are configured.
• Edit: This option allows you to make changes to an existing template. You can readjust the content, which includes replacing the uploaded PDF file or modifying the dragged-and-dropped fields.
• Copy: Select this to create an exact duplicate of an existing template. This is very useful when you need to create a new template that is only slightly different from one you've already made, saving you the time of starting from scratch.