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Templates
How to give flexibility and gain control easily.
Create a new templateHow to become more efficient with document templates.
Add a document to your templateHow to add a document to your template.
Create a template from a blank pageHow to create your template directly in Leeway
Add different languages to a template
Duplicate a templateHow to easily keep all presets and settings from one template to another.
Insert a smart field in the documentLearn how to insert smart fields into your templates to save time.
Display text under conditionsLearn how to display clauses or text under conditions in your templates.
Define editable / non-editable zonesSet up editable or non-editable zones for the documents created from this template.
Using conditions in TomorroCustomize your Tomorro platform? Yes! Automatically? Absolutely! Use conditions for all your workflows and templates.
Automatically insert custom fields from a Word document into TomorroSave time by automatically inserting smart fields when you import them into Tomorro from your Word document.
Manage summary sheet informationChoose which smart fields you want to display in the summary sheets of your contracts
Automate reminder creationHow to automate reminder creation from your templates.
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 documentDecide if collaborators will have the right to edit, comment or suggest on the documents created from this template.
Define the electronic signature tool from the templateHow to choose from the template whether contracts will be signed using Tomorro or Docusign
Define the rights of use of my templateSimply choose who can use your template