Getting started with Templates

Templates

Here are the main shortcuts for you to setup and manage templates:

Start importing or creating your own contract templates, go to Templates > Create a template OR Import template from Word.
More information: How to import Word document as a template?.
Share your templates with your colleagues by managing the Team Sharing & Access template user permissions, go to Templates > Edit template > Team sharing & access.
You can also use Dealsign Partner templates to draft new contracts.

Setup templates

Updated on: 02/02/2021

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