Streamlining Template Sharing for Documents and Contracts

Simplify Document Creation by Using Templates for Quick Sharing

Drafting documents and contracts that meet legal standards can be a complex task. However, you can streamline the process by utilizing pre-made templates rather than starting from scratch. In this guide, you'll learn how to easily share templates between sub-accounts, saving time for you and your team.

Step 1: Access the Template Section

Start by going to the Documents & Contracts area under the Payments tab in the sub-account where the template is located.

Step 2: Initiate the Template Sharing Process

Click the three vertical dots icon and choose Share from the available options.

Step 3: Select Destination and Complete Sharing

A menu will appear, allowing you to choose the sub-account to share the template with. After selecting the appropriate destination, click Share.

Final Step: Confirm Successful Transfer

Once shared, the template's text, layout, and media assets will automatically copy over to the designated sub-account. You are now ready to transfer templates effortlessly, reducing workload for both you and your clients.