How to save a document template?
How to save a contract template?
Go to the Documents menu → Document Templates.
There you will be able to see all the previously saved document templates. Click on the green "Add" button located at the top right.
Enter the name of the contract template. This field is required.
Next, fill in the content of the document template by including the necessary variables. You can also copy and paste the content of a Word or PDF document, adding the necessary variables beforehand before importing.
Do not forget to save!
Go to the Documents menu → Document Templates.
There you will be able to see all the previously saved document templates. Click on the green "Add" button located at the top right.
Enter the name of the contract template. This field is required.
Next, fill in the content of the document template by including the necessary variables. You can also copy and paste the content of a Word or PDF document, adding the necessary variables beforehand before importing.
Do not forget to save!
Updated on: 28/06/2024
Thank you!