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How to setup and manage templates
How to import Word document as a template?
Prerequisites Start by checking your current Word contract that you have different formatting in use at your document: The document has a title (in body text, not in header) and it has a unique styling (eg. Heading 1) Sections have a unique style (eg. Heading 2). If your document has a nested structure, containing sections and subsections, make sure that all subsections have a unique style (eg. Heading 3). By selecting a unique style for the title, sections and subsections, Dealsi
How can I create a new template?
How to create a new custom template How to create a new custom template Start creating a new custom template by first clicking the green "Create new template" in the main template screen. Write a title for the template Add metadata Metadata for the templates are: Category - What business sector does this template represent? Language - The language of t
What is a template?
Template is the baseline starting document for any contracting. Dealsign contracting process starts always from a template. Demo template overview
Are you having problems with template section numbering?
Template section ordering troubles? This is a known random bug that occurs randomly when editing templates. Here are the instruction for resetting the template section numbering: Select "Template settings" on the upper right corner. Select "Advanced settings" and then press "Reset section numbering", and then confirm with "OK". After resetting section numbering, try to change the section order and see how it looks. Should you have any questions, please contact us through the chat i
How can I preview a template?
Just click the view button on the template catalogue. View template
How can I edit help texts?
You can edit help texts by clicking (?) button (Edit help) on the upper right corner of the section editor. You may also create additional help texts for each section option.
What templates can I use?
You can use your own company templates or you have free access to use Dealsign Law Firm partnership templates available for all Dealsign users. Dealsign public templates
What are Dealsign templates?
You have free access to use Dealsign Law Firm partnership templates that are available for all Dealsign users. Dealsign templates are reviewed by respected and well-known Law Firms. Dealsign public templates
How can I create a template coupon code?
First, click the "edit template" pen icon on the template catalogue, and then click the "template settings" icon on the upper right panel. Add coupon code to template settings and share the code to allow users to access the template.
What is template coupon code?
Template coupon code can be used to share user access to custom templates.
What are the document help texts?
Help texts are special additional helps for template user. Template creator may add some additional information in to the help text sections. You can edit help texts by clicking (?) button (Edit help) on the upper right corner of the section editor. You may also create additional help texts for each section option.
How can I add a template by using coupon code?
You can add a new custom template by first hovering the pink (+) button the main template screen and then clicking the blue button.
How can I share templates with my colleagues?
You can share your own custom templates with any Dealsign user, internal colleagues or external employees. First, click the "edit template" pen icon on the template catalogue, and then click the "team sharing & access" icon on the upper right panel. You can then invite users with edit or use rights to access the template.
What languages does Dealsign support?
Dealsign user interface language is English, but users can basically use any language in their contracts. Dealsign cloud technology is compatible with UTF-8 standard that can represent the characters of the widest range of languages.
How can I use the document text editor?
When you are creating a template, or when you are editing draft before sending or document in negotiations, you can click the edit pen icon ("Edit section") and access the document text editor. You can edit the section title and text in editor. You can use the common text editing functions and formatting in the text editor. You may create optional sections by clicking the (+) button (Add new content option) next to the "Option A".