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Templates
Learn how to give flexibility and gain control easily
19 articles
Manage templatesHow to publish, edit, export, duplicate or delete templates?
Manage summary sheet informationChoose which smart fields you want to display in the summary sheets of your contracts
Set up a default project managerHow to quickly and efficiently manage the assignment of your projects from the template?
Automate the addition of participants to projectsHow to set up the addition of participants by default for all contracts created from a template.
Attach a file to a templateHow to attach a file to a template to make it automatically available and attached when generating a contract from this template?
Insert conditional attached filesAttach any type of document to a project based on conditions. Easily remove the condition without deleting the document.
Automate document archivingHow to set up an automated document archiving?
Set up a dynamic naming fo your projectsWhen creating a template, you can define a dynamic and automatic name for the document that will be generated.
Define editing rights on the documentHow to define if collaborators can edit, comment or suggest on the documents created from a template?
Define the rights of use of my templateSimply choose who can use your template
Define editable / non-editable zonesSet up editable or non-editable zones for the documents created from this template.